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Document Management in the Desktop Client

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Working with Document Navigator​

Configuring Document Settings​

Setting a Mode for the Document Navigator​

Viewing Documents​

Signing a Local Document​

Working with the Bookmark Manager​

Uploading Documents​

Includes importing from Microsoft SharePoint.

Downloading Documents​

Emailing PDFs or Bookmarks​

Sharing Content with Users​

Deleting and Restoring Documents​

Bulk Copying Documents​

Moving Documents​

Modifying Document Names Using Suffixes​

Uploading a Document to Multiple Organisations / Persons​

Monitoring Documents Using the Milestone Manager​

  • Adding required documents to a milestone
  • Creating a new milestone
  • Using the Milestone Manager and Milestone Tracker
  • Generating milestone reports

Managing Document Queue and Archive Navigator​

Managing Reports​

  • Creating a new report
  • Managing report templates
  • Viewing reports
  • Setting report notifications

Adding Metadata Terms to a Document Name​

Importing Emails to the Desktop Client​