Recently Updated Pages
View a File's History
To view the history of a file in the Documents Module, open the Home Page in Documents from the M...
Upload a Revised Version of an Existing File
To upload a revised version of an existing file in the Documents Module, open the Documents Home ...
Send an Acknowledgment Reminder Alert for a Document/File
To send an acknowledgement reminder alert for a specific document, open the Home Page in the Docu...
Move a File / Folder
To move a file/folder in the Documents Module, open the Documents Home Page from the Main Menu an...
Download a Folder
To download the files contained in a folder in the Documents Module, open the Documents Home Page...
Designate a Folder is Public
To make an existing folder a public folder in the Documents Module, open the Documents Home Page ...
Designate a File is Public
To designate a document/file as Public in the Documents Module, open the Documents Home Page from...
Delete a Folder
To delete a folder in the Documents Module, open the Documents Home Page from the Main Menu and n...
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...
Folder and File Context Menu Explanations
Each folder and file within the Documents Module will have a context menu associated with it (acc...
Upload a PDF Form (after Fields have been created)
Uploading a PDF allows an individual to create a customized output for form entries. In order to ...
Require Form Entry Approval
To require that form entries are approved, go to the Home Page of the Forms Module. Select the th...
Make a Form Live
To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and ...
Integrate Another Module Into a Form
To integrate another module into a form, go to the Home Page in the Forms Module. Click the three...
Import Form Fields from a CSV File
If a field has already been added to a form, you are no longer able to bulk import form field nam...
Import Form Entries from a CSV File
To import form entries from a CSV, form fields must have already been created. How To: Add a Fiel...
Import Fields from a PDF Field Import
Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be ...