Document Management

A powerful suite of document management and workflow tools

11 articles in this collection
Written by Kevin Senior

Document management for files

Powerful features to control your content

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

Written by Kevin Senior
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

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

File requests make secure documentation collection effortless, even in bulk

Automatically chase outstanding requests and save significant amounts of time

Written by Kevin Senior
Updated over a week ago

Managing file requests

A single view to gain visibility over the status of requests

Written by Kevin Senior
Updated over a week ago

File and folder permission restrictions

Upload content into an environment that you control

Written by Kevin Senior
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

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

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

Folder properties

See the quantity and size of the files and folders in your workspace

Written by Kevin Senior
Updated over a week ago