Documents

Video Tutorials

• Document Visibility on the Document Full Table: Editor/Access Rights Explained

Documents Overview

• Guide about supported form fields in DOC/DOCX files Overview
• Documents Dashboard Overview
• Documents: Full Table Overview
• Default Document Headers Requirements

Documents "How To's" in Detail

• Document Key IDs & Numbering When Moving a Document From One Document Category to Another
• Document Notifications
• Document Key ID and Key Starting Number
• How to Complete a Document Draft Review Process as a General User
• How to Add A New Document
• How to Complete the Document Up-Version, Review & Retire Processes

See all 13 articles

Controlled Copies in Detail

• Understanding Controlled Copies
• Issuing & Destroying Controlled Copies
• Safeguard Viewer Installation Notes

Microsoft for the Web - Collaborative Editing "How To's" in Detail

• Introduction to Microsoft for the Web: A Collaborative Document Editing Tool
• Journey for Testing Document Collaborative Editing in a Test Account
• How to Complete a Collaborative Editing Session for Documents Using Microsoft for the Web as the Collaborative Initiator
• How to Complete a Collaborative Editing Session for Documents Using Microsoft for the Web as a General User