Managing Your Content

Where are all my documents?
You can find all of your documents in the "Documents" area in the top menu.  If you saved your documents in a folder you can quickly ...
Tue, 23 Aug, 2016 at 2:09 PM
Can I save a document in multiple locations?
Yes! Sometimes you will have documents that should be stored in two or three different subcategories. For example: Does your car insurance bel...
Tue, 23 Aug, 2016 at 2:10 PM
Can I upload more than one document at the same time?
Yes!  Upload more than one file using the following: 1. List of Suggested Documents/Labels. save all your files in the same folder and with the ...
Tue, 23 Aug, 2016 at 2:11 PM
Where I can find all the documents that have been shared with me?
You can go to "Documents" in the top menu, and click in the Tab "Shared with me" to see all the files that have been shared with y...
Tue, 23 Aug, 2016 at 2:12 PM
Where I can find the documents I have shared with others?
Go to "Documents" in the top menu and click in the Tab "Shared with others". You will find all the documents that you have shared ...
Tue, 23 Aug, 2016 at 2:13 PM
How to change "My Documents" folders view?
You have 3 ways to view your folders in "My Documents". By default you will have the Full view, but you can change it by clicking in the na...
Tue, 23 Aug, 2016 at 2:14 PM
How to change the "Unfiled" documents view?
You have 2 types of views to check your unfiled documents. By default you will see a List view. To change it, just click in the icon "Grid view&quo...
Mon, 22 Aug, 2016 at 1:48 PM
Can I rename a document before saving it in my account?
Yes. You can rename your document name in 3 different ways:   1. Through the Upload button: 1. Once you upload a document using the Uploa...
Tue, 23 Aug, 2016 at 2:19 PM
How to recover deleted files?
Initially when you delete a file, it will be stored in the "Document Trash" located in Documents > "My Documents". Here you ca...
Tue, 23 Aug, 2016 at 2:20 PM
How to add a document to an Entity
You can tag a document to one or more Entities if you need, that way when you are filtering your documents by Entity they will show in 2 different...
Tue, 23 Aug, 2016 at 2:23 PM