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About Shared Documents

The Documents page allows viewing and adding Shared Documents.

To add new Shared Documents:

  1. View previously entered Shared Documents.

  2. To Edit, Delete, Download, Copy Link to clipboard, or Email Link, select the Action icon (blue star).

  3. Select ADD PACKAGE.

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  4. Select SELECT DOCUMENT(S).

  5. Enter an Access Password.

  6. Select an Expiration Date.

  7. Select the Shared With from the dropdown menu.

  8. If applicable, place a checkmark in the Allow overwrite checkbox.

  9. If applicable, place a checkmark in the Allow new uploads checkbox.

  10. Enter any relevant Comments.

  11. Select SAVE & COPY, SAVE & EMAIL, or SAVE to add a package .

  12. Otherwise, select CANCEL to return to the previous screen.

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  13. Select the arrow to reveal the Documents.

  14. Select ADD DOCUMENT to add a document to an already existing package.

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  15. Place a checkmark in the appropriate box.

  16. Select SELECT to add a document.

  17. Otherwise, select CANCEL to return to the previous screen.

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