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- Upload File
- Create Folder
- Generate Document
- Edit Files using Document Editor
- Integrate with DropBox
To Upload a file to Docs, you need to specify the document type and status, and click on Choose File, select the file from your own device then click on Save.
To Create a Folder, you have to type the Name of the folder based on your requirements, then click on Save.
To generate a Document, you have first to choose a template (already uploaded to Docs) from the drop-down list.
Once the template is selected, it will take automatically the values from the system. You can download the report or send it to the client.
Also for the files in the list, from the actions wheel icon you can preview, download, rename, delete, show it in the advisor portal.
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