Documents: Full Table Overview

1. Click on  to Add a New File

2. Click on  to Upload Multiple Documents at one time. Note, this 

3. Click on  to Create & Manage Document Categories.  

4. Click on  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  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  and to download the document click on 

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