Actions from the Documents


From the Documents view, you can perform many different actions against documents, including:

  • Sharing documents with others
  • Setting Tasks against documents
  • Downloading documents
  • Assigning tags against documents
  • Change the owner of a document (if you are the owner)
  • Delete a document (if you are the owner)

You can also perform folder actions from the Documents view. To learn more, please view this article

Performing actions

Click the 'Select' button...

...Then you can then select one - or more - documents that you wish to perform an action on.

Finally, click 'Actions' and select the action you wish to apply to the document, or documents.

Powered by Zendesk