| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Article Index
| Table of Contents |
|---|
When you have selected a document that you want to work with you will have several options available to you;
...
Below is a description of the available actions
Edit
When you select Edit you can change the following areas;
Upload a new version of the document.
Change the Status of the document.
Change the Instance Name.
Edit the Internal Reference.
Add Tags.
Add Notes.
Delete
Deletes the document. You cannot delete the document if it has any links to eSign. You will receive a message if it has.
...
Versions
When you click on Versions you are shown the version history of the document.
...
If you hover over a version you get 2 additional options
...
Preview.
Download.
Reverting a document
If you want to make one of the previous versions the current one you can click on the revert option on the right-hand side.
...
Preview
When you click on Preview you will be shown the document.
...
Download
When you click on Download the document will be downloaded.
Check Out
