Documents

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

Main tasks

• Find documents using search, filters, or sorting available on the screen.
• Create a document with the new-record action when it is available.
• Edit a document by opening it from the list and changing its data on the edit screen.
• Delete a document from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Status: Select the current state or use the field to filter results.

Available actions

• Add file: add, replace, or remove attached files.
• Create: start a new record.
• Import: bring data or files into the screen.
• Delete: remove the selected item, usually after confirmation.
• Edit: open the selected item for changes.