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Documents

How do I add a folder to the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new screen will appear. Click on the folder on the left side of the...
Wed, 30 Sep, 2020 at 11:01 AM
How do I delete a folder in the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new screen will appear. Click the folder you wish to delete and c...
Wed, 30 Sep, 2020 at 11:05 AM
How do I add a document to the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new window will appear. Click on the folder on the left side and ...
Wed, 30 Sep, 2020 at 11:11 AM
How do I delete a document in the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new window will appear. Click on the folder on the left side and ...
Wed, 30 Sep, 2020 at 11:15 AM
How do I rename a document in the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new screen will appear. Click on the folder on the left side a...
Wed, 30 Sep, 2020 at 1:22 PM
How do I rename a folder in the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new screen will appear. Click on the folder you wish to rena...
Wed, 30 Sep, 2020 at 1:25 PM
Can I bulk upload documents to the document module?
Unfortunately you cannot bulk upload documents at the current time.
Mon, 13 Jul, 2020 at 11:56 AM
How do I edit a document in the documents module?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new window will appear. Click on the folder on the left side an...
Wed, 30 Sep, 2020 at 1:31 PM
How do I check out a document for review?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear. Select the relevant folder, find the documen...
Wed, 30 Sep, 2020 at 1:33 PM
How do I check a reviewed document in?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear. Select the relevant folder, find the document y...
Thu, 1 Oct, 2020 at 11:13 AM