Document Management

Structuring your documentation

• Create a folder structure
• Using a placeholder
• Add new folders
• Avoid double numbering
• Mass rename
• Document viewer: Email messages

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Uploading the documentation

• Upload (additional) documents
• Non-converted files
• Possible issues when uploading documents
• Upload a complete folder structure with documents

Document actions

• Search feature
• Delete documents and folders
• Description of folders and documents
• Editing documents in the Vault
• Reindex the contents of a folder
• Move a document or folder

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Other documents

• Other Documents
• Best practice Other Documents: Transactional documents
• Best Practice Other Documents: Q&A folder

Recycle bin

• Restore deleted items from the recycle bin
• Recycle bin
• Empty recycle bin