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Documents

Can I edit the name of a document?
Yes you can edit the name by clicking on the name and typing the edited name.
Tue, 3 Nov, 2020 at 2:57 PM
How do I restrict a folder?
From the xCenta Essentials Dashboard, click on Documents. A new screen will appear, find the folder you wish to restrict. Click on the Actions b...
Tue, 3 Nov, 2020 at 3:00 PM
How do I add a new folder?
From the xCenta Essentials Dashboard, click on 'Documents'. A new page will appear. Click on 'Add New Folder'. A pop up wi...
Tue, 3 Nov, 2020 at 3:04 PM
How do I rename a folder?
From the xCenta Essentials Dashboard, click on 'Documents'. Click on 'Actions' next to the folder that you want to rename. ...
Tue, 3 Nov, 2020 at 3:08 PM
How do I delete a folder?
From the xCenta Essentials Dashboard, click on 'Documents'. Click on 'Actions' next to the folder you want to delete. A po...
Tue, 3 Nov, 2020 at 3:10 PM
How do I download a document?
From the xCenta Essentials Dashboard, click on 'Documents'. A new page will appear, click on the folder that stores the document you wish t...
Tue, 3 Nov, 2020 at 3:14 PM
How do I add a new document?
From the xCenta Essentials Dashboard, click on 'Documents'. A new page will appear. Click on 'Add New Document'. A pop ...
Tue, 3 Nov, 2020 at 3:17 PM
What do the actions do against a folder?
From the xCenta Essentials Dashboard, click on 'Documents'. A new page will appear. Click on 'Actions' next to the folder you want ...
Tue, 3 Nov, 2020 at 3:20 PM
What does the actions do against a document?
The actions tab against the document allows you to: Download the document Share the document (via web link or email) Create a Read Receipt for the docum...
Fri, 5 Apr, 2019 at 4:57 PM
How do I copy a document?
From the xCenta Essentials Dashboard, click on 'Documents'. Open the folder where the document is saved. Once the folder has op...
Wed, 4 Nov, 2020 at 10:27 AM