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Welcome
Step 1: Classifications
Step 2: Saved Searches
Step 3: Your Inbox
Step 4: Get Organized
Step 5: Update Your Profile
Step 6: New Releases
Release Notes
5.23.1 Latest
5.23
5.22.1
5.22
5.21
5.20
5.19
Custom Objects
Viewing Custom Objects
Documents Tab on Custom Objects
Notes Tab on Custom Objects
Performing Searches
Performing a Search
Understanding Search Filters
Types of Search Filters
Using Free-Text Filters
Understanding Search Results
Customizing Search Columns
Exporting Search Results
Saved Searches
Recent Changes
Organizational Saved Searches
Checklists
Organizing Personal and Organizational Saved Searches
Subscribing to a Saved Search
Working with Documents
Viewing Documents
Document Classifications
Add Documents
Upload Documents
Add Document from URL
Add Documents on a Search Screen
Add Documents to Checklists
Add Documents to a Folder
Configure a Default Classification for New Documents
Handling Add Document Errors
Adding Documents in Batches
Add Multiple Copies Using Primary Fields
Document Actions
Accessing the Document Actions Menu
Adding and Viewing Document Notes
Document Versioning
Performing a Document Check In and Out in QAction
Cancelling a Document Check Out in QAction
Adding a New Document Version to an Existing Document
Emailing Document Links
Modifying Document Indexes
Modifying Document Security Settings
Make Documents Read-Only
Deleting Documents
Viewing Folders that Documents are Filed In
Subscribe to a Document
Scanning & Indexing
Using the QAction Scan Application
Creating Document Batch Cover Sheets
Creating Document Separator Cover Sheets
Creating Document Separator Cover Sheets
Viewing Rescan Queue
Collections
Creating Collections
Viewing Documents Within a Collection
Viewing a Collection from a Document
Adding an Existing Document to a Collection
Adding an Existing Document to a Collection
Removing Documents from Collections
Creating Personal Document Templates
Access Notifications
Configure a Default Classification
Add-ins
Using Add-ins
PDF Security
Adding an E-mail with Chrome Extension
Configuring the Email Chrome Extension
Email Upload Wizard
Workflows and Tasks
Workflow Screens
Search for a Folder or Workflow
Creating Folders to Launch Workflows
Document Workflows
Viewing a Folder
Advanced Workflow Tips
BPMN Process Workflows
BPMN Node Reference
BPMN Tasks
BPMN Gateways
Records Management
Record Category v Record Policy
Create a Record Policy
Disposition Date
Disposition Approval Workflows
Placing Holds on Records
Records Disposition Dashboard
User Preferences
Special User Privileges
Assigning and Administering Tasks
Viewing Pending Tasks for Staff Members
Creating Organizational Saved Searches
Maintaining Organizational Saved Searches
Scanning & Indexing
Administrator Roles
Documents Tab on Custom Objects
Priority Search Fields
Process Administrators
Application Administrators
Managing Persons and Users
Organization Maintenance
Classification Maintenance
Index Fields Maintenance
Document Type Maintenance
List of Values Maintenance
Content Collector Email Setup
Business Objects
Holiday Screens
Adding Downloads for Users
Glossary
Learn More
What's New?
Release Notes
Related Content
5.23.1 Latest
5.23
5.22.1
5.22
5.21
5.20
5.19