Using Document Manager

Getting started with Document Manager

This section contains details of procedures used in Document Manager, including:

• Creating new documents

• 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