How do I secure, download, and delete a document?

On the homepage of your environment, you can click Modules on the left-hand side. The different modules will then appear as green tiles. Click the General tile.

Then click "Documents" on the left-hand side.

 

Secure document

To the left of the Document Name, you will find a white "Public" button in the Status column. When you click this button, you can enter a password.

Here you can enter a password of your choice. Then click "Add". The document is now protected with this password.

 

Download document

In the right-hand "Actions" column, you will find a blue "Download" button. By clicking this button, you can download the document and save it on your computer.

 

Delete document

In the right-hand "Actions" column, you will find a red "Delete" button. When you click this button, you will be asked again whether you want to delete the document. When you are sure that the document may be deleted, click "Delete" again. The document has now been deleted.

 

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