Documents

Your documents appear on the Documents page. When you originally create your an entity, you will be asked to assign a folder template to the entity. This determines the folder structure of your Documents page.

• Click Entity > Details > Documents.

  Use the links in the Navigation Pane on the leftmost side of the page.

To refresh the Documents page, click Reload Document List in the Documents toolbar.

You can view documents in the Document Viewer.

Your organization's Master Service Agreement specifies the maximum storage space. As an Administrator, you can view how much storage space you have versus how much you have used on the Admin > Manage Company page.

The system allows your organization to exceed the maximum storage space specified in your agreement, but your organization is billed for every 1 GB over the maximum.

Folder structure and files

Once a template is applied, the folder structure specified by that template shows in the Documents menu on the left side of the Documents page. Templates are applied either when the entity is created, or when you apply a template.

• Select the folder in the Documents menu to view its contents.

• Click List All Files in the Documents toolbar to list all files associated with an associated entity.

  All files associated with the associated entity appear in the Documents pane.