Document Management
All things related to viewing, adding, and modifying uploaded electronic content
Another method of uploading documents into FileAssure is the print driver utility. This method is very similar to “printing to PDF” where you will print ...
Tue, 17 Nov, 2020 at 2:09 PM
Documents can be uploaded manually at any time from any web browser. Once you’re on the documents module follow these steps: Click the upload button ...
Tue, 17 Nov, 2020 at 2:11 PM
Documents will inevitably be deleted whether it’s been misfiled or done unknowingly. The recover deleted files section allows you to view these deleted docu...
Tue, 17 Nov, 2020 at 2:11 PM
Viewing Documents File types such as PDF, Word, Excel, and Images can by viewed directly in the system without any extra installation or addons. Once you...
Tue, 17 Nov, 2020 at 2:11 PM
Layout Debtor Information Displays the debtor's name, estate number, and file name; of which will help you confirm you're in the right record ...
Fri, 13 Nov, 2020 at 3:36 PM
One of the requirements of using the Ascend direct upload function is to have prescribed Ascend form names mapped to the Fileassure document naming prefix a...
Tue, 17 Nov, 2020 at 2:26 PM
The document naming prefixes are associated to each folder, and can be customized by you after the initial setup of Fileassure for your office. There is n...
Tue, 17 Nov, 2020 at 2:29 PM
SETTING UP REVIEWERS AND APPROVERS You can set up who can Review or Approve documents using these steps: 1. Go to Admin then Security Profiles 2. Y...
Tue, 17 Nov, 2020 at 1:35 PM
You can upload your signature in the Admin section 1. Click Admin 2. Click the Upload Signature icon , under Account Settings 3. Click Choose File...
Tue, 17 Nov, 2020 at 2:10 PM
The document management part of the system allows you to view, upload, and edit documents for a given debtor record. It is also the screen that is first pre...
Tue, 17 Nov, 2020 at 11:40 PM