Practice Documents
Add, Update, Rearrange or Delete a Folder in Practice Documents
1. Navigate to the Internal 2. Go to Practice Documents Add a Folder - From the Admin Icon select Add Folders - Enter all the applicable information Update a Folder - From the Admin Icon select Manage Folders - Click on Update - Update all the ...
Delete URL or Document Practice Documents
1. Navigate to the Internal 2. Go to Practice Documents 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box. Record will be deleted immediately
Edit URL or Document Practice Documents
1. Navigate to the Internal 2. Go to Practice Documents 3. Click on the Edit button located in the action column. 4. Update all applicable information. Update a folder and tags to organize uploaded URLs and Documents Toggle switch left to right to ...
Send URL/Document in Practice Documents
1. Navigate to the Internal 2. Go to Practice Documents 3. From the Action Colum select the Send URL/Document Button in the dropdown. 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address ...
View Uploaded Practice Documents URL/Document
1. Navigate to the Internal 2. Go to Practice Documents If record is URL . From the Action Colum select the Go Button. Note: The user will be redirected to the attached URL If record is a Document . From the Action Colum select the View Button. ...
Upload URL or Document Practice Documents
1. Navigate to the Internal 2. Go to Practice Documents 3. Click on the Upload Records button located on the top right of the table. 4. Enter all applicable information. Assign a folder and tags to organize uploaded URLs and Documents Toggle switch ...