Equus Software

When navigating to the Company Documents page, the columns displayed for any given Document section will always be:

Document
Type
Last Update By
Last Update Date
Last Download Date
Last…

Company Documents - Overview

On the Company Documents screen, documents can be uploaded one at a time or multiple documents can be uploaded simultaneously.
Start by clicking on .
 
The Upload Documents window appears. From…

Company Documents - How to upload documents

On the Company Documents screen, documents can either be downloaded one at a time or a multiple selection in bulk.
To download an individual document, hover over the document name…

Company Documents - How to download documents

Labels can be added to Company Documents for easier categorization and reporting. Labels can be added and edited during file upload or using the edit function.  
When adding a label to a…

Company Documents - How to add/remove document label

On the Company Documents screen, searching for documents displayed on the screen can be completed instantly by using the search field at the top of the screen.
When searching for…

Company Documents - How to search for documents

When navigating to the Company Documents screen, the data columns displayed for any given Document section will always be:

Document
Type
Last Update By
Last Update Date
Last Download By…

Company Documents - How to show / hide data columns

The Company Documents screen supports the deletion of one or multiple documents. Documents that can be deleted from this screen will have the  icon appear at the end of the document…

Company Documents - How to delete documents

On the Company Documents screen, any column can be sorted simply by clicking the column name for that Document Category section. In order to apply the column sorting preference to…

Company Documents - How to sort columns

An "Information Panel" exists for all documents on the Company Documents Page which provides more details about a document at a glance.
For example, the timestamp of the Last Update…

Company Documents - How to view all document details using the information panel

On the Company Documents page, any displayed column can have its width adjusted by selecting and dragging the column divider in the head.  For the column divider  to appear, place the…

Company Documents - How to adjust the displayed column width

Viewing all documents in a single list by hiding Document Category sections allows for:

downloading of all documents
editing of all documents
deletion of all documents
column sorting to all…

Company Documents - How to display / hide all document sections

From the Company Documents page, existing documents can be copied and created if the user has the appropriate "Copy" rights. These are Screen Section Rights sections on the Security Role Maintenance s

Company Documents - How to copy existing documents

The "replace" document feature is available for documents only in the Uncategorized Documents section on the Company Documents page. This replaces the contents of a file while retaining almost all…

Company Documents - How to replace a document

On the Company Documents page, select the document(s) to edit using the checkboxes beside each document.  Tick the checkbox to include as part of the number of documents to edit count.  To…

Company Documents - How to edit document details

Company Documents

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