NOTE: All users are able to navigate to the Documents Full Table, but document visibility is permission based.

The Documents Full Table


1. Click to Add a New File

2. Click to Upload Multiple Documents at one time

3. Click to Create & Manage Document Categories.  

4. Click to customize your Documents Table view. This option allows you to add or remove additional columns/fields to your table. To add columns, drag and drop the column from the "Column Chooser" into the headers of your table. To remove columns, drag and drop the column header from the table into the "Column Chooser".

5. Click on to export the document table in CSV or EXCEL format

6. To edit and/or access document details, you would need to click on the "Edit" link in the first column of the table.  To view the document click the "Screen_Shot_2018-07-05_at_12.57.07_PM.png" icon and to download the document click the "Screen_Shot_2018-07-05_at_12.57.15_PM.png" icon.

7. You can sort through the table by using any of the column search fields or by creating custom & advanced filters.

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