Manage documents

Manage documents

If your role permits, follow these steps to upload, organize, and manage documents. Supported formats are PDF, DOC, DOCX, and RTF (rich text format).

You can add any of these documents to an application of a revealed applicant. See Add documents for an applicant.

To access documents

  1. In the upper-right corner, select your name > Settings.

  2. On the Templates tab, select Documents to view folders, including the default Unfiled Documents folder.

  3. To open a folder, select the > button to it left.

Manage folders

Before uploading documents, consider setting up folders to organize your reference documents.

Folders cannot be nested inside other folders.

To add a folder

  • Select New folder, enter a unique folder name, and select Create.

To rename a folder

  1. Find the folder you want to rename and select … More Actions > Rename.

  2. Enter a unique folder name and select Rename.

To delete a folder and either delete or move its files

  1. Find the folder you want to delete and select … More Actions > Delete.

  2. Select the option you want: 

    • Delete the files in this folder

    • Move files to Unfiled Documents folder

  3. To confirm, select Delete.

To delete an empty folder

  1. Find the folder you want to delete and select … More Actions > Delete folder.

  2. To confirm, select Delete.

Manage documents

To add (upload) documents

  1. Select New Document.

  2. On the Add Documents form:

    1. From the drop-down list, select the destination folder.

    2. Drag files from your operating system’s file manager and drop them into the form. Alternatively, select the choose file link to open the operating system’s file manager from which to locate and select the files.

      As you add files, they are listed on the form.

    3. When ready to upload the files, select Add Document(s).

Alternatively, you can add documents directly to a folder. Select its … More Actions > Add documents option and then use the techniques described above.

To move a document

  1. Open the folder that contains the document you want to move.

  2. Drag the document by the dots to its left and drop it on top of another folder.

  3. To confirm, select Yes.

To download a document

  1. Open the folder that contains the document you want to download.

  2. Select the document’s Download button.

  3. In the window that opens, navigate to the desired save location, rename the file (if needed), and select Save.

To delete a document

  1. Open the folder that contains the document you want to delete.

  2. Select the document’s delete button.

  3. To confirm, select Delete.

 

Last updated: December 02, 2021
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