Document Management - Tutorials

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Web
iOS
Android

Getting Started

Getting Started Guide
- Document Management - Getting Started Guide
About the Tool and Features

Configure Settings

Manage Tool Settings
- Configure Settings: Document Management
- Document Settings
  - Upload Requirements
    - Edit Upload Requirements
  - Naming Standard
    - Edit the Naming Standard
  - Document Fields (Admin Tool)
    - Manage Configurable Fieldsets and Default Fields
      - Import Field Options
- Permission Settings
  - Permission Groups
  - Document Permissions
    - View and Manage Document Permissions
  - Workflow Permissions
    - View and Manage Workflow Permissions
    - View Permission Groups

Upload and Submit Documents

Upload Documents
- Upload Documents
Tag Document Attributes
- Complete Information for Documents
Submit Documents
- Submit Documents

View, Manage, and Organize Documents

Find, View, and Download Documents
Manage Documents
Create and Manage Saved Views

Review Documents

Set Up and Start Approval Workflows (Workflows Tool)
- About Workflows
- Start a Workflow
Review and Approve Documents
- Review a Document in a Workflow
  - Add Markups
  - View Markups

Share Documents

Share Documents (Correspondence Tool)
- Share Documents in a Correspondence Item
View and Download Documents (Correspondence Tool)
- View and Download Documents in a Correspondence Item

Configure Your View in the Document Management Tool (iOS)
Search for and Filter Documents in the Document Management Tool (iOS)
Sync and Download Documents from the Document Management Tool (iOS)
View Document Management Files in a Correspondence Item (iOS)
View Documents in the Document Management Tool (iOS)

Configure Your View in the Document Management Tool (Android)
Search for and Filter Documents in the Document Management Tool (Android)
Sync and Download Documents from the Document Management Tool (Android)
View Document Management Files in a Correspondence Item (Android)
View Documents in the Document Management Tool (Android)