Documents: Full Table Overview

 

  Documents_Full_Table.png

1. Click on Screen_Shot_2018-07-05_at_12.25.26_PM.png to Add a New File

2. Click on Screen_Shot_2018-07-05_at_12.26.08_PM.png to Upload Multiple Documents at one time. Note, this 

3. Click on Screen_Shot_2018-07-05_at_12.26.37_PM.png to Add New Document Categories.  You can also click her to access and Manage Existing Categories.

4. Click on Screen_Shot_2018-07-05_at_12.27.19_PM.png to customize your Documents Table, add and hide new column headers. 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 Screen_Shot_2018-07-05_at_12.28.24_PM.png 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 on the Screen_Shot_2018-07-05_at_12.57.07_PM.png and to download the document click on Screen_Shot_2018-07-05_at_12.57.15_PM.png

7. You can sort through the table by using any of the column search fields or Create Custom & Advanced Filters.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.