Documents

How do I download a document?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear, click the relevant document you would like t...
Wed, 30 Sep, 2020 at 1:43 PM
How do I move documents to another folder?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear, select the folder you require and choose the...
Wed, 30 Sep, 2020 at 3:49 PM
How do I bulk delete documents?
From the Modern xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear, select the folder where the relevant ...
Wed, 30 Sep, 2020 at 3:46 PM
How do I change which document I uploaded?
From the Modern xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear, find the relevant document and click ...
Wed, 30 Sep, 2020 at 12:29 PM
How do I set a review date and a reminder?
From the xCenta Dashboard, click on the Documents icon in the Modules section. A new page will appear, find the relevant document and click the ico...
Wed, 30 Sep, 2020 at 12:26 PM
How do I create document tags?
From the xCenta Dashboard, click on Tools >Admin in the top right of the screen. A new page will appear, from the admin screen, click on Manage ...
Wed, 30 Sep, 2020 at 12:21 PM
How to create a document group?
You will need to be on either the Group site or Template site to access the Documents Group.  From the xCenta Dashboard, click on Tools > Admin in th...
Wed, 30 Sep, 2020 at 2:31 PM
How do I assign a document group to a role?
From the xCenta Dashboard, click on Tools > Admin in the top right of the screen. A new screen will appear. From the administration screen, click o...
Wed, 30 Sep, 2020 at 12:10 PM