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Knowledge Base

Internal Document Manager

Internal Document Manager

Tool Documentation

Internal Document Manager - Full Guide

Initial Setup for Internal Documents

1. Initial Setup For Internal Documents

1.1 Preset Fields

1.2 Visible Columns

1.3 Export To PDF

1.4 Internal Approval

1.5 Document Approvers

1.6 Document Linked Categories

1.7 Document Numbering

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Adding Internal Documents

2. Adding Internal Documents

2.1 Creating A Document Template

2.2 Creating An Internal Document

2.3 Uploading A File

2.4 Duplicating A Document

2.5 Approving A Document

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Managing Internal Documents

3.1 Viewing A Document

3.2 Updating A Document

3.3 Notifying Internal Users

Managing Folders

4. Managing Folders

4.1 Creating A Folder

4.2 Assigning An Unassigned Document To A Folder

4.3 Using The Document Search Option To Move Documents In Bulk

4.4 Rearranging Subfolders And Deleting Folders

4.5 Searching For Documents And Viewing Folder Activity

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Appendix

5. Appendix