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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
- Comments and Messaging
- Renaming a Document Folder
- Deleting a Document Folder
- Archiving your Published Document Folders
- Archiving a Received Folder
- Advanced Permissions for Document Folders
- Permissions Matrix for Document Folders
- Revoking Permissions
- Creating A Document Checklist
- Document Folder Types