Documents
Click here to view the "Add a New Department" video Step #1 Click on your profile picture or initials to reveal the quick-start menu. Step...
Tue, 27 Aug, 2024 at 1:43 PM
Click here to view the "Add a New Document Type" video Step #1 Click here to add a new "Document Type". Step #2 Click here to a...
Tue, 27 Aug, 2024 at 1:47 PM
Click here to view the "Add a New Document" video Step #1 Click here to add new "Documents" to your system. Step #2 Click here ...
Tue, 27 Aug, 2024 at 1:48 PM
Click here to view the "Exporting your Documents list" video Step #1 Click here to access your "Documents". Step #2 Click "...
Tue, 27 Aug, 2024 at 1:49 PM
Click here to view the "Create an Approval matrix" video Step #1 Click here Step #2 Click "Approval Matrices" Step #3 Cl...
Tue, 27 Aug, 2024 at 1:51 PM
Step #1 Click on your initials. Step #2 Click on "Team Settings". Step #3 Select the "Documents" module. Step #4 Turn on &q...
Sat, 13 Nov, 2021 at 2:07 AM
Create a Department Create an Approval Matrix Create Document Types Create Document
Thu, 16 Dec, 2021 at 12:56 AM
Click here to view the "Document Analytics" video Step #1 Click Documents Step #2 Click Graphs Step #3 View the Approved vs Unapprove...
Tue, 27 Aug, 2024 at 1:53 PM