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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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How To: Access A File's QR Code / URL Link

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How To: Access A Folder's QR Code / Link

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How To: Acknowledge a Document/File

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How To: Add Comments to a File

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How To: Add Tags to a Folder

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How To: Affirm a Document/File's Suitability

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How To: Approve a File Submitted for Review

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How To: Decline Approval of a File Submitted for Review


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How To: Delete a Folder


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How To: Download a Folder


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How To: Download all Files Requiring Action


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How To: Add Tags to a Folder


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How To: Edit the Title of a Folder


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How To: Publish a Document/File


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How To: Reject a Document/File and Prevent Publishing


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How To: Reset the Since Last Review Document List


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How To: Review New File Revisions when Notified


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How To: Search all Documents Updated after a Selected Date


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How To: Send an Acknowledgment Reminder Alert for a Document/File


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How To: Set a Folder as Public


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How To: Specify Who Should Receive Notifications of New File Revisions


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How To: Upload a Revised Version of an Existing File


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How To: View a File's History

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How To: View Actions Associated with a Document/File

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How To: View a File's Required Acknowledgements Status

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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

Add Tags to a Folder

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 the Title of a Folder Properties

Publish a Document/File

Reject a Document/File fromand Prevent 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 Document/File

Set a Folder as Public

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 Status