Manage Documents

Add New Document

1. Click Add in the top left.

2. Select the type of document that you would like to add.

3. Fill in any relevant fields.

4. Click Save.

View/Edit a Document

1. Click View in the row of the document that you would like to view.

2. Change any fields as necessary.

3. Click Save to overwrite the existing version of the document.

View document version history

1. Click Versions in the row of the document for which you would like to view the history. The Versions window appears.

2. Click View next to any of the versions to view that version of the document.

   

Export a Document

1. Click View in the row of the document that you would like to export.

2. Click Export in the top left.

   Alternatively, all saved documents can be downloaded by clicking the Export button on the Documents modules screen.

Delete a Document

1. Click Delete in the row of the document that you would like to delete.

2. Confirm this document should be deleted.

3. Deleted documents can be viewed by checking the Show Deleted box.