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Documents

Your documents appear on the Documents page. When you create an entity, you assign it a folder template that defines the folder structure on the Documents page.

Select 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 A small button which looks like a browser window. Inside the window is the refresh symbol. in the Documents toolbar.

View documents in the Document Viewer.

Your organization's master service agreement specifies the maximum storage space. 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.

Administrators can view how much storage space remains on the Admin > Manage Company page.

Folder structure and files

Once you apply a template, the folder structure of that template appears in the Documents menu on the leftmost side of the Documents page. The system applies templates either when you create the entity, 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.