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Working with Documents
Document Codification
Working with Documents
Uploading Documents
How do I create a new folder in a library?
How do I upload documents to Fulcrum+?
How do I check in documents to Fulcrum+?
How do I check out documents from Fulcrum+?
How do I download files from Fulcrum+?
How do I view the contents of a file?
How do I copy/move a file?
How do I attach files to a correspondence from the Library?
How do I download an older version of a file?
How do I remove an incorrectly uploaded file prior to check-in?
How do I supersede a file?
Document Codification
How do I generate document codes for a file?
How do I bulk upload files and assign metadata to them?
How do I bulk import metadata in excel format?