The Documents page opens when the Documents option is selected from the Files menu.

  1. Categories and Tags panes: Filter documents by categories and/or tags.
  2. Explorer pane: Organize files in folders.
  3. Action buttons:
    • Add: Create folders and/or upload files.
    • Remove: Delete existing documents.
    • Edit: Edit existing documents.
    • Export: Export the document list. See Exporting to Excel
    • Customize columns: Customize the columns in list view. See Customizing columns
    • Custom filters: Customize list view using filters. See Creating custom filters
  5. Search: Find documents by name or other attributes.
  6. Documents Table view: Displays list of existing documents.
  7. Navigate to previous and next pages.