Documents and Entities Video Series

The following videos are available in this library.

Documents and Entities - covers all aspects of adding new or the editing of Documents, Document Entities, Links, Notes & Tags, Attachments, Users and processing LiNK Forms.

Add a New Document Suggested Entities
Add Entities to the Document Adding Entities Manually
Merging Entity Duplicates Add Links between Document Entities
Document Notes and Tags Add Document Attachments
Manage Document Users Review and Process LiNK Forms
Editing a Document Editing Document Entities
Edit Entity Links Edit Document Notes and Tags
Edit Document Attachments  

 

Documents and Entities

Add a New Document Suggested Entities  

 
     
Add Entities to the Document Adding Entities Manually  

 
     
Merging Entity Duplicates Add Links between Document Entities  
 
     
Document Notes and Tags Add Document Attachments  
 
     
Manage Document Users Review and Process LiNK Forms  

 
     

Document Edits

 

    
Editing a Document Editing Document Entities  

 
     
Edit Entity Links Edit Document Notes and Tags  
 
     
Edit Document Attachments