Recently Updated Pages
Reset the Since Last Review Document List
To reset the Since Last Review Document List, open the Review Page in the Documents Module from t...
Search all Documents Updated after a Selected Date
To search all documents uploaded/updated in the Documents Module after a specified date, open the...
Affirm a Document/File's Suitability
To affirm a document/file for Continued Suitability, open the Actions Tab on the Review Page in t...
Decline Approval of a File Submitted for Review
To decline a file that was submitted for approval, open the Actions Tab on the Review Page in the...
Acknowledge a Document/File
To acknowledge a document/file, open the Actions Tab on the Review Page in the Documents Module f...
Delete a Folder
To delete a folder in the Documents Module, open the Documents Home Page from the Main Menu and n...
Edit the Title of a Folder
To edit the title of a folder in the Documents Module, open the Documents Home Page from the Main...
Download all Files Requiring Action
To download all files that require action to your personal device, open the Actions Tab on the Re...
Download a Folder
To download the files contained in a folder in the Documents Module, open the Documents Home Page...
Add Tags to a Folder
To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu ...
Add Comments to a File
To add a comment to a file that is housed in the Documents Module, open the Documents Home Page f...
Access A Folder's QR Code / Link
To access a QR Code/Link for a folder in the Documents Module, open the Document Module Home Page...
Access A File's QR Code / URL Link
To access a QR Code/Link for a file in the Documents Module, open the Document Module Home Page f...
Specify Who Should Receive Notifications of New File Revisions
Complete List of Documents Module How Tos
Add Comments to an Action
To add comments to an action, go to the Actions Home Page. Use the filters to pull up the rele...
Upload Files to An Action
Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on ...
Assign Interested Parties to an Action
Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Inter...
Assign an Action Approver
Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)...
Assign an Action
Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field t...