Creating Records allows you to start uploading documents or materials. Records hold the most detail of what is being stored (ex. In the Identity Document Tile, Users may create a Record called Driver’s License to store the image and expiry date of their Driver’s License).
Records also hold additional information including:
Reference to physical location of items
Descriptions of content
Links to other Records for quick reference
And more
For full details on the functions of Records, refer to the following:
Title | Description |
| Search for a record using the search function to quickly find the content you are looking for.
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| How to create a Record and all the features of a Record.
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| Asking for content or information from a User or sending a reminder to a user to complete an action in the future.
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| how you get your important documents organized into SideDrawer records.
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Manage your security permissions for your SideDrawer and individual records, all in one place.
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| Invite someone to collaborate on a record using the mobile app.
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| Upload multiple documents to a SideDrawer.
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Download all of your client's records with one click.
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Create standardized records & documents. |