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Documents

Creating and Publishing Document Folders

  • Documents Overview - Client Connect
  • Approving and Publishing a Document Folder
  • Bulk Publishing Folders
  • Publishing Documents as Read-only

Viewing and Downloading Document Folders

  • Documents Overview - Partner Connect
  • Viewing a Received Document

Managing Document Folders

  • Folder Overview Page
  • Adding or Removing Files from an Existing Document Folder
  • Uploading Files for a New Period of a Recurring Folder
  • Viewing Recipients of a Document Folder
  • Revoking Document Folder access to a Recipient
  • Advanced Permissions for Document Folders
See all 15 articles

File Library

  • File Library Overview
  • Updating A File
  • Adding Files To The File Library
  • Uploading Large Files to the File Library
  • Deleting Files From The File Library
  • Applying and Removing File Tags
See all 8 articles

Document Requests

  • Requesting a Document
  • Responding To Document Requests
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Email Support

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