Actions Button in the Documents Section

Actions Button in the Documents Section

Actions Button in the Documents Section

Located in the Documents section, the Actions button offers quick access to key document management tools. Here’s a breakdown of each available option:

  1. Edit: Update document details like expiration dates or add notifications.

  2. Request New Version: Send a request to the entity to upload an updated document version.

  3. Replace: Upload a new version of the document yourself.

  4. Download: Save a copy of the document to your device.

  5. View: Open the document in a new window for viewing.

  6. History: Check the document’s change history and past versions.

  7. Delete: Remove the document permanently from the portal.

    • Related Articles

    • Uploading a File in the Entities Section: User Guide

      Uploading a File in the Entities Section The Upload File option allows you to attach documents or files directly to an entity record. This feature is useful for storing supporting documentation within the entity’s profile. Follow the steps below to ...

    • Navigating the Entity Library

      Navigating the Entity Library The Entity Library, found on the home page of the Documents section, provides access to documents uploaded by various entities. Use this guide to explore and manage those files efficiently. 1. Division Filter If you have ...

    • Replacing a Document

      Replacing a Document This guide outlines the steps to replace a document in the Documents section of the eftsure portal, whether it has already expired or is nearing expiration. Step 1: Access the Documents Section Navigate to the Documents Section ...

    • Requesting a New Version of a Document

      Requesting a New Version of a Document This guide provides step-by-step instructions for requesting a new version of a document in the Documents section when the current file is nearing its expiration date. Step 1: Access the Documents Section ...

    • Applying Filters in the Payments Section

      Applying Filters in the Payments Section The Payments section in eftsure provides access to view and manage payment records. To enhance efficiency and target specific data, use the available filters to tailor the displayed information to your needs. ...