Documents Full-Table Overview

 

  Screen_Shot_2018-07-05_at_1.18.09_PM.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

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.

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.

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