Document Management

A powerful suite of document management and workflow tools

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11 articles in this collection
Written by Kevin Senior

Document management for files

Powerful features to control your content
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Written by Kevin Senior
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
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Written by Kevin Senior
Updated over a week ago

Labels for files

The best way to organise your files regardless of their location
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Written by Kevin Senior
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
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Written by Kevin Senior
Updated over a week ago

File requests make secure documentation collection effortless, even in bulk

Automatically chase outstanding requests and save significant amounts of time
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Written by Kevin Senior
Updated over a week ago

Managing file requests

A single view to gain visibility over the status of requests
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Written by Kevin Senior
Updated this week

File and folder permission restrictions

Upload content into an environment that you control
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Written by Kevin Senior
Updated over a week ago

Online file preview

Adjust the way a document or spreadsheet is previewed
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Written by Kevin Senior
Updated over a week ago

Adding a revision reference to a file

A custom field that you can populate with your own reference
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Written by Kevin Senior
Updated over a week ago

Create a file/folder index

A workspace report that creates an exportable list of your files and folders
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Written by Kevin Senior
Updated over a week ago

Folder properties

See the quantity and size of the files and folders in your workspace
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Written by Kevin Senior
Updated over a week ago