Documents
Store, share, review, and annotate documents in one secure library with full version history and fine-grained access.
Get started with Documents2 guides
The document library, its hierarchy, uploading files, and creating folders.
Work with files6 guides
Preview and annotate, process workflow document tasks, versions, search, downloads, and views.
20·3Previewing Files and Annotating Workflow PDFsRAPTIX has two related but different viewing experiences: the general Documents preview and the workflow PDF viewer.20·4Reviewing and Processing a Workflow Document TaskOpen Workflow → My Tasks or follow Open task action from the workflow detail.20·5Document VersionsDocuments can keep multiple revisions of the same logical document.20·6Finding Documents: Search, Favorites, and LinksOpen Applications → Documents.20·7Downloading Documents and Folder ZIPsFind the file in Flat or Folders mode.20·8Customizing the Documents ViewDocuments provides two different kinds of view controls.
Permissions & access4 guides
Control who can see and act on documents, folders, and the whole library.
20·9Document PermissionsDocument Permissions grants a named user or role access to one file.20·10Folder PermissionsFolder Permissions applies an explicit user or role grant to an Entity, Instance, or Field scope.20·11Global File PermissionsGlobal File Permissions grants a user or role organization-wide document access.20·12Global Permission ScopesThe Applies to selector is part of Global File Permissions.
Administration, activity & safety5 guides
Trash and recovery, activity logs, and document management for administrators.
20·13Trash: Restoring Deleted FilesTrash lists individual files that were soft-deleted from the Documents explorer.20·14Documents Activity LogsDocuments Activity Logs displays recorded document events.20·15Audit Log DetailAudit Log Detail is a drawer opened from one Documents log row.20·16Document ManagementDocument Management is the operational inventory for stored documents.20·17Documents Administration, Permissions, and SafetyThis guide summarizes the administrative surfaces that are actually visible in Documents.