Documents

Add a New Department
Step #1 Click on your profile picture or initials to reveal the quick-start menu. Step #2 Select "Departments" Step #3 Click "Create...
Thu, 11 Nov, 2021 at 12:27 AM
Adding A New Document Type
Step #1 Click here to add a new "Document Type". Step #2 Click here to add new "Documents Types" to your system. Step #3 Click ...
Fri, 12 Nov, 2021 at 7:18 AM
Adding A New Document
Step #1 Click here to add new "Documents" to your system. Step #2 Click here to create a new "Document". Step #3 Click here to ...
Thu, 3 Mar, 2022 at 5:55 AM
Exporting Your Documents List
Step #1 Click here to access your "Documents". Step #2 Click "Reports". Step #3 Click "Download" to export your docum...
Sat, 13 Nov, 2021 at 12:59 AM
How to create an Approval Matrix
Step #1 Click here Step #2 Click "Approval Matrices" Step #3 Click "Create Approval Matrix" Step #4 Enter the "Name&qu...
Sat, 13 Nov, 2021 at 1:53 AM
Turn on 3 Stage Approval For Documents
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
Document Workflow
Create a Department Create an Approval Matrix Create Document Types Create Document
Thu, 16 Dec, 2021 at 12:56 AM
Document Analytics
Step #1 Click Documents Step #2 Click Graphs Step #3 View the Approved vs Unapproved Documents Step #4 Select a Start Date Step #5 Select a...
Thu, 3 Mar, 2022 at 5:41 AM