9 articles
Documents
Upload, find, preview, share, and manage records across document workspaces.
Start with these documents guides
Use these articles to learn the core concepts, complete common tasks, and troubleshoot the most frequent questions in this DeskDox area.
Articles in this section
Documents Overview
The Documents page is the main workspace for finding, opening, uploading, previewing, sharing, and managing documents that your account is allowed to see.
1 min readDocument List Actions
Use the document table to inspect document status, select rows, run bulk actions, export a list, or open row-level actions.
1 min readPreview and Review a Document
Use the Preview modal to view a document in the browser before deciding whether to download the original file, start a workflow, share it, or inspect its details.
2 min readSend a Document by Email
Use the Email Document modal to send a document notification, secure link, or attachment behavior supported by your DeskDox configuration.
1 min readUpload Documents
Use the Upload Documents modal to add files to DeskDox, place them in the correct folder, complete required metadata, and start a workflow during upload when your workspa
2 min readDeleted Files
Use Deleted Files to review documents that were removed from normal document lists but are still retained by DeskDox when soft delete is enabled.
1 min readDocument Detail Drawer
Open the Document Detail Drawer to inspect one document's metadata, workflow, activity, audit trail, versions, signatures, permissions, lifecycle status, and available ac
1 min readFile Requests
Use File Requests to collect documents from people outside your organization or from users who need a guided upload link.
1 min readFolder Navigation and Actions
Use the folder tree to move between root folders, department folders, and subfolders, and to create or manage folders when your permissions allow it.
2 min read