Manage Documents in Smart View
Smart View provides the same features as Classic View to manage documents in your DMS, but in a more modern and intuitive user interface.
- Related Topics:
- Add a Document Rendition
You can add additional renditions to a document. A rendition is a copy of a document in a different format. If you add a file format that already exists for a document, it replaces the existing copy. - Replace a Document
You can replace a document in the DMS with a different file. This method can be used to upload a new version, or to replace a file that was uploaded incorrectly. - Send a Document to the Recycle Bin
You can send a document to the Recycle Pool to prevent users from viewing and accessing it in the DMS. Only system administrators can reinstate documents sent to the Recycle Pool. - Move Documents Between Records
You can move up to 100 documents from a project, enquiry, organization, or contact to another record of the same type. For example, you can move documents from one project to another project.
Parent Topic: Manage Documents