Document Management
A powerful suite of document management and workflow tools
12 articles in this collection
Written by Kevin Senior
Written by Kevin Senior
Document management for files
Powerful features to control your content
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Managing files and folders individually, or in bulk
Copy, move, delete, download, share, add labels or approve files and folders
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Labels for files
The best way to organise your files regardless of their location
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Request a user's approval of a file, or confirmation it's been read
Get immediate feedback and agreement on the contents of a file
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Information requests make gathering information effortless, even in bulk
Automatically chase outstanding requests and save significant amounts of time
Written by Kevin Senior
Updated this week
Updated this week
Managing file requests
A single view to gain visibility over the status of requests
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
File and folder restrictions
Upload content into an environment that you control
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Restricting users access to folders
Applying folder restrictions to workspace members
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Online file preview
Adjust the way a document or spreadsheet is previewed
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Adding a revision reference to a file
A custom field that you can populate with your own reference
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Create a file/folder index
A workspace report that creates an exportable list of your files and folders
Written by Kevin Senior
Updated over a week ago
Updated over a week ago
Folder properties
See the quantity and size of the files and folders in your workspace
Written by Kevin Senior
Updated over a week ago
Updated over a week ago