Document Management in the Desktop Client
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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