Documents and Item Basics- Table of Contents
- Introduction to Documents and Item Basics
- Standard Document Features
- Document Header
- Document Mid-Section Tabs
- Document Attachments and Routing Tabs
- Document Creation
- Accessing Documents
- Copying Documents
- Exclusive Update Rights
- Document’s Items Tab
- Items Tab: Drag and Drop to Reorder
- Items Tab: Show/Hide Items
- Items Tab: Add Items
- Items Tab: Delete Items
- Items Tab: Move Items into Folders
- Items Tab: Copy Folder/Copy Items
- Items Tab: Via Excel
- Items Tab: Enter Items Via Excel
- Items Tab: Edit Items Via Excel
- Items Tab: Export Items Via Excel
- Items Tab: Import Items Via Excel
- Items from Attached “Via Excel” Files