Using Document Manager
This section contains details of procedures used in Document Manager, including:
- Viewing and editing document properties
- Copying documents
- Printing to PDF Manager
- Deleting documents
- Using file notes
- Linking documents
- Checking in and checking out
- Exporting
- Importing
- Versioning documents
- Document status
- Document security
- Assigning a document to a different client
- Publishing documents to your portal