DMS - Working with a Document

Article Index

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;

1. Upload a new version of the document.

2. Change the Status of the document.

3. Change the Instance Name.

4. Edit the Internal Reference.

5. Add Tags.

6. 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

1. Preview.

2. 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

Providing that