When managing your data you have a variety of options to choose from.
To manage your data select Documents from the left side navigation menu. Once you are looking at your documents right-click a document to see your data management options.
Document Data Management Options
Data management options from top to bottom:
Download - You can download the document.
Quick Link - You can create an internal link to the document.
Add To Collection - You can add the document to a collection of items (while keeping it in the same file structure).
Share - Pulls up the sharing menu.
Shareable Link - Pulls up the sharing menu to generate a link that directs to the item.
Check Out - Allows you to check out the document to make changes on your workstation.
Sign with eSignature - Allows you to sign your document with your eSignature client.
Create new eSignature Template - Allows you to make a template for eSignature,
Cut - Allows you to remove the item from the current location to be pasted elsewhere.
Copy - Allows you to select the item to be copied elsewhere.
Rename - Allows you to rename your document.
Delete - Allows you to delete your document.
Start Workflow - Allows you to choose the document to start a workflow.
Make Searchable (OCR) - Allows you to select the document for OCR to make the contents searchable.
Preview - Pulls up a preview of the document.
Folder Data Management Options
There are a few differences when viewing the data management options for folders:
New Folder - creates a new folder within the selected folder.
Search Here - Brings you to search results for that specific folder.
Upload - Allows you to upload to the selected folder.
Apply Template - Allows you to create file structure via folders or predefined documents through a template.
Request Signatures from a Template - Allows you to create a document from an eSignature template to request signatures.
Request Documents - Lets you create a new document request to have a some upload to the selected folder.
Properties - Pulls up the properties for that folder (See image below)
If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours
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