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Functionality

Double-Click

Opening a document opens the underlying file using your computer's default program for opening files of its type.

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To open a document, double-click on the row.

(info) The document will be opened in the default program determined by your computer’s settings.

Right-click on row or Action icon

To open the menu visible in the image below, either right-click on the row or select the Action Icon (blue star).

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Open

Opening a document opens the underlying file using your computer's default program for opening files of its type.

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Send for e-Signature (AssureSign)

See For additional information, refer to: AssureSign/Nintex (eSignature)for additional information.

Send for e-Signature (DocuSign)

See DocuSignfor For additional information. , refer to: DocuSign

Send for e-Signature (DocuBee)

See For additional information, refer to: OnTask/Docubee (eSignature) for additional information.

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Task

Upload

Column Reference - Documents

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