Document Collaboration
Workspaces, File Vault, Orders Module, Quality Module
By Heléna and 1 other2 authors40 articles
- How to Search & Manage the Workspace ListLearn how to filter the workspace list by status, workspace name, and custom fields
- How to Edit Your Workspace List Custom Field ColumnsLearn how to edit which of the Custom Fields will be displayed on your Workspace List page in the Veratrak platform
- Task NotificationsLearn how to use task notifications to navigate to the relevant active step in the Veratrak platform
- How to Upload a DocumentLearn how to upload a document in the Veratrak platform
- How to Approve a DocumentLearn how to review a document in the Veratrak platform, and either approve or reject it.
- How to Download/View a DocumentLearn how to download or view a document that has been uploaded in the Veratrak platform.
- How to Review a DocumentLearn how to review a document in the Veratrak platform, and either accept or decline it.
- ‘Bulk Archive’ User GuideThe Bulk Archive feature allows you to archive multiple workspaces at once, streamlining the process and saving time.
- File Vault BasicsLearn all the basics to get started using File Vault from sharing files and creating folders to managing version control.
- Organising your File Vault
- Uploading and Downloading files in File VaultImport and export files in bulk to manage your File Vault and store files elsewhere
- Managing file version control in File VaultUnderstand how to manage and view file versions in the file detail view
- Stay up to date by 'watching' files and folders in File VaultWatch files and folders to receive additional notifications in File Vault
- Sharing Files and Managing Permissions in File Vault
- Having trouble logging in?
- Why doesn't my registration link work?
- Forgot your password?
- How to unblock your accountProcedure to follow if your account is blocked as a result of too many log in attempts.
- Password RequirementsLearn about Veratrak's password requirements and how to manage your password for access.
Inventory Overview
Everything there is to know about Inventory Overview