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Documents Module How Tos


How To: Add a New Document

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How To: Add a New Folder

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How To: Create a New Module Level (Documents)

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How To: Move a File / Folder

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How To: View and Manage Files

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Access A File's QR Code / URL Link

Access A Folder's QR Code / Link

Acknowledge a Document/File

Add Comments to a File

Affirm a Document/File's Suitability

Approve a File Submitted for Review

Decline Approval of a File Submitted for Review

Delete a Folder

Download a Folder

Download all Files Requiring Action

Edit Folder Properties

Publish a Document/File

Reject a Document/File from Publishing

Reset the Since Last Review Document List

Review New File Revisions when Notified

Search all Documents Updated after a Selected Date

Send an Acknowledgment Reminder Alert for a File

Specify Who Should Receive Notifications of New File Revisions

Upload a Revised Version of an Existing File

View a File's History

View Actions Associated with a Document

View the Status of a File's Required Acknowledgements