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. | |
How to create a Record and all the features of a Record. | |
Asking for content or information from a User or sending a reminder to a user to complete an action in the future. | |
how you get your important documents organized into SideDrawer records. | |
Manage your security permissions for your SideDrawer and individual records, all in one place. | |
Invite someone to collaborate on a record using the mobile app. | |
Upload multiple documents to a SideDrawer. | |
Download all of your client's records with one click. | |
Templates to pre-populate SideDrawers with Records and Documents | Create standardized records & documents. |