Learning & Support
Documents
- Creating filters
- Adding documents
- Adding documents to multiple clients
- Editing a document
- Editing a document file name
- Deleting a document
- Searching for a document
- Previewing a Document
- Emailing a Document
- Downloading multiple documents
- Locking and Unlocking Documents
- Document Statuses
- Filtering documents by status
- Filtering documents by multiple clients
- Changing the status of a document
- Using SmartLinks - Find, Find and Download, Find and Edit
- Document Versions (Beta)