Documents Module
Documents: Introduction
Documents Module Summary
The Documents Module is a repository where all company files can be uploaded, stored, and managed...
Customizable Document Properties
Each file uploaded in the Documents Module has customizable properties that are designated when a...
Folder and File Context Menu Explanations
Each folder and file within the Documents Module will have a context menu associated with it (acc...
Public Files and Folders, and the Logged Out Documents Experience
When a file or folder in the Documents Module is marked as Public, its icon on the Documents Home...
Documents: Module Pages
A File's Details Page
Each file added to the Documents Module will have its own Details Page. The header of the file's ...
Documents Home Page
The Documents Module Home Page is an overview page for all the files stored in the Documents Modu...
Review Page: Actions Tab
The Review page allows the user to view any files that require action and/or have been flagged fo...
Review Page: Notifications Tab
The Notifications tab is connected to an advanced feature in the Documents Module. When the new d...
Review Page: Updates Tab
The Updates Tab on the Review Page allows the user to view any files that have been updated since...
Settings Page
The Module Levels Tab of Settings Page can be accessed from the Main Menu. The system default mod...