How To

How to use Checklists
Within a visit folder, you will be able to see a number of 'tabs'. The visit folder will always default to the Documents tab, but there are als...
Mon, 28 Jun, 2021 at 2:56 PM
How to use the Logfile
Within a visit folder, you will be able to see a number of 'tabs'. The visit folder will always default to the Documents tab, but there are als...
Mon, 28 Jun, 2021 at 2:59 PM
How to delete files
The ability to delete files is permission based. Please contact your FileIt administrator In order to delete a file, you will need to click ...
Thu, 27 May, 2021 at 2:04 PM
How to recover deleted files
The ability to recover deleted files is permission based. Please contact your FileIt administrator Any files that have been deleted will appear ...
Mon, 28 Jun, 2021 at 3:03 PM
How to create & manage new roles
The ability to create new roles is permission based. Please contact your FileIt administrator In order to create new roles, you must first go into ...
Thu, 27 May, 2021 at 2:04 PM
How to configure/manage Checklists
The ability to configure and manage checklists is permission based. Please contact your FileIt administrator In order to manage checklists, y...
Mon, 28 Jun, 2021 at 3:07 PM
How to configure/manage File Extensions
The ability to configure and manage file extensions is permission based. Please contact your FileIt administrator In order to manage file extension...
Mon, 28 Jun, 2021 at 3:09 PM
How to configure/manage Folder Statuses
The ability to configure and manage folder statuses is permission based. Please contact your FileIt administrator In order to manage folder statuse...
Mon, 28 Jun, 2021 at 3:12 PM
How to configure/manage Document Categories
The ability to configure and manage document categories is permission based. Please contact your FileIt administrator In order to manage documen...
Mon, 28 Jun, 2021 at 3:17 PM
How to configure/manage Document Types
The ability to configure and manage document types is permission based. Please contact your FileIt administrator In order to manage document types,...
Mon, 28 Jun, 2021 at 3:24 PM