Creating and Managing Documents

A document refers to a file that is uploaded into the system and stored in the Document Manager. A document in the Document Manager can be thought of as a container of the file that was uploaded.

In This Section

View and Open Documents

Create an Empty Document

Document Properties Window

View or Modify Document Properties

View, Add, or Modify Document Permissions

Transferring Ownership

Copy a Document

Move a Document

Rename a Document

Delete a Document

Revising Documents

Adding and Viewing Graphic Markups and Comments

Send for E-Signature



Last Published Sunday, July 20, 2025