Document Management

Add Documents to Multiple Locations/Tagging
This feature allows a document to appear in multiple folders, but the document is stored in the system once. The document can be deleted from any tagged loc...
Wed, 5 Sep, 2018 at 1:57 PM
Delete Single & Multiple Documents
As a VaultHolder you are the only user who can permanently delete documents. You can also retrieve documents that have been moved to the Deleted Documents a...
Wed, 26 Sep, 2018 at 3:10 PM
Restore Documents
Step 1. To restore a deleted document, select the “Deleted Documents” area under the Documents tab. Step 2. Find the document and select the “Resto...
Wed, 5 Sep, 2018 at 2:28 PM
Permanently Delete a Single Document
Step 1. To permanently delete a single document, select the “Deleted Documents” area under the Documents tab. Step 2. Find the document you would like t...
Wed, 5 Sep, 2018 at 2:30 PM
Permanently Delete all Documents in Deleted Documents
Step 1. To permanently delete all documents, select the “Deleted Documents” area under the Documents tab. Step 2. In the top left, click on “Permanently...
Wed, 5 Sep, 2018 at 2:33 PM
Move Single & Multiple Documents
Move a Single Document Step 1. Open the document you want to move and select the “Move” option directly above the document. Step 2. Click “Yes” when...
Wed, 26 Sep, 2018 at 3:11 PM
Search for a Document
Step 1. You can search for a document by typing a full or partial word in the search bar. The platform will find words within a document not just the title ...
Wed, 5 Sep, 2018 at 3:00 PM
Manage Document Summary
You can modify or change the Document Form in each document. To start using the summary form, click the “Document Summary” tab, and you can start filling ou...
Wed, 5 Sep, 2018 at 3:05 PM
Share a Document
You can share your documents with your contacts or you can send a link to other contacts outside of your Vault. Step 1. To share a document, open a docu...
Wed, 5 Sep, 2018 at 3:08 PM
Set a Reminder
This feature allows you to set a reminder for yourself and others which will be sent by email. All reminders are attached to a specific document, and you ca...
Thu, 6 Sep, 2018 at 9:47 AM