Document Management - Tutorials

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Web
iOS
Android

Getting Started

Document Management - Getting Started Guide
About the Document Management Tool
About Saved Views
About Workflows

Configure Settings

Tool Settings
Group Permissions
Document Permissions
- View and Manage Document Permissions
Workflow Permissions
- View and Manage Workflow Permissions

Upload and Submit Documents

Upload Documents
Complete Information for Documents
Submit Documents

View, Manage and Organise Documents

View, Compare and Download Documents
Manage Documents
Organise Documents with Saved Views

Review Documents with Workflows

About Workflows
Start a Workflow
Review a Document in a Workflow
Use the Comment Register in a Document Workflow in the Document Management Tool

Review Documents with Markups

Add Markups
View Markups
Manage Markups Outside of a Workflow in the Document Management Tool

Share and Import Documents

Share Documents in a Correspondence Item
View and Download Documents in a Correspondence Item
Import Documents into the Drawings tool

Configure Your View in the Document Management Tool (iOS)
Pin and Link Items in the Document Management Tool (iOS)
Search for and Filter Documents in the Document Management Tool (iOS)
Sync and Download Documents from the Document Management Tool (iOS)
View and Manage Private and Public Markup Layers in the Document Management Tool (iOS)
View Document Management Files in a Correspondence Item (iOS)
View Documents in the Document Management Tool (iOS)

Configure Your View in the Document Management Tool (Android)
Pin and Link Items in the Document Management Tool (Android)
Search for and Filter Documents in the Document Management Tool (Android)
Sync and Download Documents from the Document Management Tool (Android)
View and Manage Private and Public Markup Layers in the Document Management Tool (Android)
View Document Management Files in a Correspondence Item (Android)
View Documents in the Document Management Tool (Android)