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Manage documents

The main specific documents management operations are the following:

But you can also perform other useful operations such as:

Most of them are performed in the Documents tab that has two alternative views:

  • List view, which displays the documents preview list.

  • Detail view, which displays a simplified list on the left and the details of a specific document in the center.

To switch between views:

  • To switch from the list view to the detail view:

    • Double-click a document in the list.


    • Select the file name of a document in the list.


    • Select a document in the list and then select View document view at the top left of the document list.
  • To switch from the detail view to the list view, select Browse documents browse in the left panel.