Floating Navigation Bar

Below is a list of files for viewing and/or downloading.*

  • download document(s) Download one file by clicking the Download Icon (download document(s)) to the right of the filename. Alternatively, you may download multiple files at once in a Zip Archive. Check the box next to each file you want to download and click the Download Icon (download document(s)) in the side menu.
  • email You may send a document notification. Check the box next to each file for which you want to email information and click the Email Icon (email) in the side menu.
  • move document(s) You may move multiple documents at once. Check the box next to each document you want to move and click the Move icon (move document(s)) in the side menu.
  • view document You may view a document by checking the box next to it and clicking the View Icon (view document(s)) in the side menu.
  • view document audit trail You may see when a file has last been viewed or downloaded by checking the box next to the document and clicking on the Audit Trail Icon (view document audit trail ) in the side menu.
  • clear new flagNew next to a document means that no administrator has accessed the document that was uploaded by a client user. You may clear this flag from a document in your view by clicking the Clear New flag Icon (clear new flag) in the side menu.
  • clear new flagNew next to a document means that you have not accessed the document uploaded by a client user but another administrator has accessed it. You may clear this flag from a document in your view by clicking the Clear New flag Icon (clear new flag) in the side menu.
  • clear pending flagPending next to a document means that a client user has not yet accessed a document uploaded by an administrator. You may clear this flag from a document in your view by clicking the Clear Pending flag Icon (clear pending flag) in the side menu.
  • delete document(s) To delete files, first, check the box(es) to the left of the file(s) you want to delete and then click the Delete Icon (delete document(s)) in the side menu.
  • edit You may update the file title and/or auto delete date by clicking the Edit icon (edit) next to each item.
  • notes You can view or add notes to a document by clicking the Notes icon (notes) next to the document.