Document Management
All things related to viewing, adding, and modifying uploaded electronic content
Click the attachment to download the entire FileAssure Document management guide.
Wed, 18 Nov, 2020 at 12:14 AM
The More Details toggle switch displayed the information about a document, comments on that document, revisions of that document and the Review Queue. ...
Thu, 1 Apr, 2021 at 1:25 PM
The Document Review function allows you to assign, review, and approve any document in your debtors' file. It is a two step process that involves: ...
Tue, 17 Nov, 2020 at 2:38 PM
Select the document(s) you want to copy with the check box Click the modify button Select the the check box for 'Copy to another Debtor' T...
Tue, 17 Nov, 2020 at 2:06 PM
The default version of a document displayed, when you land on the documents page, is the most recent version that has been modified. These versions are crea...
Tue, 17 Nov, 2020 at 2:08 PM
All documents that are deleted from Fileassure are soft deleted and move to a holding area where you can view and recover them. 1. Select the documen...
Tue, 17 Nov, 2020 at 1:32 PM
Please note that the maximum number of documents can be downloaded at one time is 15. Select the document(s) you wish to download with the check box...
Tue, 17 Nov, 2020 at 2:01 PM
The edit mode allows you modify a document by adding markups, and changing page order and orientation. A version of the document is created whenever the ...
Tue, 17 Nov, 2020 at 2:02 PM
Simply select the document(s) you would like to send and click the email button on the FileAssure menu bar. A screen will pop up to enter in an...
Tue, 17 Nov, 2020 at 2:09 PM