Skip to main content

Document Management in the Desktop Client

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Working with Document Navigator

Configuring Document Settings

Setting a Mode for the Document Navigator

Viewing Documents

Signing a Local Document

Working with the Bookmark Manager

Uploading Documents

Includes importing from Microsoft SharePoint.

Downloading Documents

Emailing PDFs or Bookmarks

Sharing Content with Users

Deleting and Restoring Documents

Bulk Copying Documents

Moving Documents

Modifying Document Names Using Suffixes

Uploading a Document to Multiple Organisations / Persons

Monitoring Documents Using the Milestone Manager

  • Adding required documents to a milestone
  • Creating a new milestone
  • Using the Milestone Manager and Milestone Tracker
  • Generating milestone reports

Managing Document Queue and Archive Navigator

Managing Reports

  • Creating a new report
  • Managing report templates
  • Viewing reports
  • Setting report notifications

Adding Metadata Terms to a Document Name

Importing Emails to the Desktop Client