How to...

These help topics provide step-by-step instructions for tasks that can be performed for documents.

Related Topics:

  • View Documents
    You can view, filter, and sort documents. You can also view previous versions of a document.
  • Download a Document
    You can download one or more documents to your PC for offline viewing and editing.
  • Discuss a Document
    You can collaborate on a document by adding a comment to the document's conversation.
  • Manage Document Folders
    Folders are used to store and control access to project documents. You can create, edit, and delete document folders, and manage folder access rights.
  • Add Documents
    You can upload project documents from your PC to document folders within a space, and share them with other members. You can also add links to documents in a cloud account.
  • Manage Documents
    Owners, and members with the required privileges, can edit, move, remove, restore, and grant access to documents within a project space.
  • Manage Document Tags
    You can categorize documents by adding space tags. Members of a space can then filter content by selecting one or more tags.
Parent Topic: Work with Documents