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Working with Documents in SureDrive

Content in Progress

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

Mobile access: All tasks on this page can be performed from a mobile browser. Tasks that differ on a mobile device — such as document scanning via the camera — are noted in the relevant section.

Configuring Document Tree Settings​

How to configure the document tree display and folder behaviour.

Uploading Documents​

How to upload one or more documents to a SureDrive folder. Includes importing from Microsoft SharePoint and importing emails.

Mobile: On Android and iOS devices you can also scan paper documents using the device camera and upload them directly.

Downloading Documents​

How to download documents from SureDrive to your device.

Sharing Documents​

How to share a document or folder with other users.

Moving or Copying Documents​

How to move or copy documents between folders.

Moving Documents to Archive​

How to archive documents that are no longer active.

Deleting and Restoring Documents​

How to delete documents and restore or permanently delete items from the Deleted Documents view.

Working with Expired Documents​

How to identify and manage documents that have passed their expiry date.

Submitting a Document Discrepancy​

How to flag a document quality issue by submitting a discrepancy report.

Using the Annotation Tool​

How to use the annotation tool to add notes and markups to documents.

Using PDF Tools​

How to use the built-in PDF tools for page management and viewing.

Viewing Document Details​

How to open the document details panel to see metadata, history, and attachments.

Viewing Document History​

How to review the version and action history for a document.

Managing Attachments​

How to add, view, and remove document attachments.

Configuring Document Visibility​

How to set content visibility rules that control who can see specific documents or folders.

Digitally Signing Documents​

See Workflows for full signing workflow instructions.

Signing the Training Certificate​

How to sign a training certificate attached to a SureDrive document.

Using the Document Tray​

How to use the Document Tray to collect and act on multiple documents at once.