Contents

Overview

Uploading a document

Download latest version of a document

Upload new revision of a document

View document revisions

Edit document properties

Document markup

Delete a document

View deleted documents

Restore a deleted document

Hide deleted documents

Creating folders

Moving a folder

Archiving a folder

View archived folders

Restore an archived folder

Hide archived folders

Overview

This article provides an overview of various actions related to managing documents and folders within the system.

Uploading a Document

To upload a document:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders you want to add a document to by clicking on the folders names.
3. From the table context menu, click Upload/link a document.
4. Assign the document a category and save.

Download Latest Version of a Document

To download the latest version of a document:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders you want to download a document by clicking on the folders names.
3. Find the document you want to download, go to the context menu, and click Download latest revision.

Upload New Revision of a Document

To upload a new revision of a document:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. Find the document you want to add a new revision, go to the context menu, and click Upload new revision.
4. Select the Upload a file, select the file and then save.

View Document Revisions

To view a documents revisions:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. Find the document you want to view the revisions of, go to the context menu and click View document revisions.

Edit Document Properties

To edit a documents properties:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. Find the document you want to update the properties of, go to the context menu and click Edit document properties.

Document Markup

To open document markup:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. Find the document you want to markup, go to the context menu, and click Markup.

Delete a Document

To delete a document:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. Find the document you want to delete, go to the context menu, and click Delete document.

View Deleted Documents

To view deleted documents:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. From the table context menu, click View deleted files and folders.

Restore a Deleted Document

To restore a previously deleted document:

1. From the Home Screen, go to Documents.
2. Click on the folder and any subfolders to the location of the document by clicking on the folders names.
3. From the table context menu, click View deleted files and folders.
4. Find the document you want to restore, go to the context menu, and click restore document.

Hide Deleted Documents

To hide deleted documents:

1. When viewing deleted documents.
2. From the table context menu, click Hide deleted files and folders.

Creating Folders

To create folders:

1. From the Home Screen, go to Documents.
2. Click on the folder you want add a new folder to by clicking on the folder name.
3. From the table context menu, click Create new folder.

Moving a Folder

To move a folder to a new location:

1. From the Home Screen, go to Folders.
2. Select the folder you want to move, go to the context menu, and click Move folder.
3. Select the new folder location and click Move.

Archiving a Folder

To archive a folder:

1. From the Home Screen, go to Folders.
2. Select the folder you want to archive, go to the context menu, and click Archive.

N.B. You can only archive a folder if the folder contains no subfolders or documents.

View Archived Folders

To view archived folders:

1. From the Home Screen, go to Folders.
2. From the table context menu, click View deleted files and folders.

Restore an Archived Folder

To restore a previously archived folder:

1. From the Home Screen, go to Folders.
2. From the table context menu, click View deleted files and folders.
3. Find the folder you want to restore, go to the context menu, and click Unarchive.

Hide Archived Folders

To hide archived folders:

1. When viewing deleted documents.
2. From the table context menu, click Hide deleted files and folders.