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Eptura Knowledge Center

Manage the Document Library

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You can manage the files in the Document Library and it can be used to store non-sensitive files, see Eptura Security and Privacy Information.

Notes

  • Maximum file size is 97 mb
  • Documents added can be in the following file formats: avi, csv, doc, docx, dwg, gif, jpg, jpeg, p12, pdf, png, ppt, pptx, txt, xls, xlsx, zip

    Add a File

    You can add a document to the Document Library.

    1. Click the + Add button. The Add Document form displays.

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    1. In the Document Name field, enter a title for the document.
    2. From the Owner drop-down, enter and select the owner of this document.
    3. In the Description field, enter the details of this document.
    4. At Tags, select one or more tags.
    5. At Attachments, either drag and drop the file or click the Click to Upload button and select the file. Note if you need to delete the attachment, click the Delete link.
    6. Click the Create Document button.

    Edit a File

    You can edit the existing document item.

    1. Click the document item. The Edit Document form displays.

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    2. Edit the details,

    3. Click the Update Document button. 

    Delete a File

    You can delete a document item from the Document Library.

    1. Select the document item(s) from the list.
    2. Click the Delete button. The message "Are you sure you want to delete the selected documents?" displays.
    3. Click the OK button. The document item is deleted from the list.