• The Document Manager
  • Using The Document Manager to Organize Your File
    • Filtering Documents in the Document Manager
    • Copying Documents and Folders in the Document Manager
    • Reordering Columns in the Document Manager
    • Tagging Documents in the Document Manager
    • Using Desktop Windows in the Document Manager
    • Automatic Renumbering and Sorting of Documents
  • Create and Manage Documents
  • Document Library

Using The Document Manager to Organize Your Files

There are various ways you can use the Document Manager to organize your file including:

• Reordering Columns

  Reorder columns on the Document Manager to display the information you need. >>How Do I?

• Using Desktop Windows

  You can view the Document Manager or other documents in larger desktop windows by right-clicking the tab of the document and selecting Desktop Window. >>How Do I?

• Tagging Documents

  You can tag documents to assign tags to specific documents and filter them later. >>How Do I?

• Filtering Documents

  You can filter the documents that appear on the Document Manager with predefined criteria or create your own filters. >>How Do I?

• Copying Documents and Folders

  As the designer of a template, it may be necessary to create two or three documents of the same document type each with a different format. The easiest way to accomplish this is to copy one document two or three times. >>How Do I?

• Sorting and Renumbering of Documents

  You can automatically renumber and sort documents in the Documents Manager. >>How Do I?

Related Topics

• Document Manager