All documents live in a folder structure that can be seen under the 'Documents' heading in the navigation bar.


Users & Permissions

  • When you open the document dashboard, you will see all the documents you have the appropriate access to.
  • Click on the 'share' icon at the top right to add users to a folder.

  • By clicking on a letter icon to the left of the 'share' icon or on "+X" (X is the number of users of a folder), you can see who and how many users have access to the folder. Note that these can also be users of parent folders.


Filters

  • When searching for a document, there are 4 ways to filter between documents:
    • Document name; by searching in the search bar above the document overview.
    • Archived and/or active documents; select the appropriate filter
    • Documents with a specific template; select which template the document should be attached to.
    • Document status;

      - 'Active' = the documents that are not in the last workflow status.

      - 'Signed' = the documents that are in the signing phase of the workflow.

      - 'Completed' = all documents that are in the latest workflow status.


Folders

  • Click on the folder name to open all documents in that folder.
  • Click on the + icon next to the folder name to create a new folder. This will be placed in the folder where you clicked +. 
  • You can move folders by clicking and holding them with the mouse, you can then drag the folder to the desired location. Note that all documents in the folder will be moved.


Document overview (see image below)

  1. Here you can see which folder is open. Clicking on these folder names will open that folder.
  2. Click on the link icon to copy the URL to this folder to your clipboard.
  3. Click the download icon to download document data from a folder into a CSV file.
  4. Click the 3 dots to change the folder name and delete the folder.
  5. Here you can see which users have access to this folder. For more info on permissions, see the 'Users & Permissions' heading at the top of this manual.
  6. Here you can share the folder with underlying documents with other users
  7. Create a new document. See this article for more information.
  8. The name of the document. You can sort it alphabetically (A-Z and Z-A) by clicking on it.
  9. When the document was last modified. You can sort it by date by clicking on it.
  10. The column with the text cloud indicates the amount of unresolved responses in the document.
  11. This indicates the workflow status of the document. Read more about using workflows in this article.
  12. The progress bar indicates how many of the mandatory tasks have been completed. 
  13. The deadline bar displays the deadline for the activated workflow.
  14. The name of the template.
  15. Under 'Actions' (the icon with the three dots) you have the following options:
    • Document properties of the document.
    • Duplicate the document.
    • Move document to another folder.
    • Archive the document.
    • Delete the document.


Note: Depending on your permissions, you may not be able to perform some actions.