Veratrak

Learn how to filter the workspace list by status, workspace name, and custom fields

How to Search & Manage the Workspace List

Learn how to edit which of the Custom Fields will be displayed on your Workspace List page in the Veratrak platform

How to Edit Your Workspace List Custom Field Columns

Learn how to use task notifications to navigate to the relevant active step in the Veratrak platform

Task Notifications

Learn how to upload a document in the Veratrak platform

How to Upload a Document

Learn how to review a document in the Veratrak platform, and either approve or reject it.

How to Approve a Document

Learn how to download or view a document that has been uploaded in the Veratrak platform.

How to Download/View a Document

Learn how to review a document in the Veratrak platform, and either accept or decline it.

How to Review a Document

The Bulk Archive feature allows you to archive multiple workspaces at once, streamlining the process and saving time.

‘Bulk Archive’ User Guide

Heléna Kattenhorn

Matt Williams

Workspaces

Veratrak.com

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