Creating and Managing Documents

In this page you will see how to:

Learn how to add documents

Edit and Delete documents

Add Documents in bulk

Check-out and Check-in documents, add new versions

What happens when a document is checked-in or its document type is changed

Export documents in a zip file along with a .csv file

Assigning Documents

How to assign a document to another user for review and approval

Sharing Documents

How to share a document with another user or tag the user