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Document Actions

Document Actions

Owned by Marko Ilic (Unlicensed)
Last updated: Dec 19, 2022

This page is detail explanation of which document actions can be performed and how.

In order to get the red number on the first page of the document, the document must be moved to the global Documents site, before uploading new version!

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Image demonstration

Instructions & Explanations

1.

Document Actions are located on Document Details page as you can see on the picture.

Most commonly used are:

  • Upload New Version

  • Edit Properties

  • Move to…

  • Copy to…

  • Link Document to Dossiers

  • Set status to Final

  • Upload related file

  • Upload sanitized file

  • an inside Letters we have one action more then inside Reports and Certificates - Update links between the files

 

 

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