Working with Documents in SureETMF
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. On Android and iOS devices you can also scan documents using the device camera and upload them directly.
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 SureETMF folder. Includes importing from Microsoft SharePoint and importing emails.
Downloading Documents
How to download documents from SureETMF 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 no longer needed in the active filing plan.
Deleting and Restoring Documents
How to delete documents and restore or permanently delete them.
Working with Expired Documents
How to identify and manage documents past their expiry date.
Submitting a Document Discrepancy
How to submit a document discrepancy report.
Using the Annotation Tool
How to annotate documents with notes and markups.
Using PDF Tools
How to use the built-in PDF tools.
Viewing Document Details
How to view document 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.
Signing Documents
See Workflows for signing workflow instructions.
Signing the Training Certificate
How to sign a training certificate attached to a SureETMF document.
Using the Document Tray
How to use the Document Tray to collect and act on multiple documents at once.