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Files and how to manage them

Managing revisions

Shareboxes

Documents and forms

To create a document form, navigate to the document folder where you want to create a new document. Click on the „Create new“ icon and select the a document from the drop-down menu.


Each document has different type of fields, e.g.: project name, contract number, description of works or materials, attachment options etc. If you have finished filling out the document or you want to save the current status, go to the footer of the page and click on the „Save“ icon.

Using file approval

Signing files digitally