About this course

• Client Level
  • What is the Client Level?
  • Client Level Overview

• Creating a Client Level Workflow
  • Linking Fields to a Global Dossier Page
  • Creating the Workflow
  • Loading the Workflow
  • Running the Workflow

• File System Documents
  • Creating a File System Document
  • Filtering General Documents
  • Previewing a Document

• File System Folders
  • Creating a New Folder
  • Creating Sub-Folders
  • Saving a Document into a Folder
  • Document Options

• Adding Items to the File System
  • Uploading Items
  • Saving Notes

• Editing File System Items
  • Checking Out Items
  • Checking In Items
  • The Item Details Panel

• File System Item Options
  • Previewing Items
  • Downloading Items
  • Emailing Items
  • Deleting Items