Documents - Workflow Diagrams Last updated Save as PDF Interactive Workflow Diagram Click a box below to view the related tutorial. StartStartLEGENDLEGENDOptional StepOptional StepDo you need to manage documents?Do you need to manage...Select a File or FolderSelect a File or Folder Select a File or FolderSelect a File or Folder Do you already have a standard folder structure in a project template?Do you already have a standard f...Do you need to upload documents?Do you need to upload documents?Are you starting a new project?Are you starting a new project?Add a New Project Using a Project TemplateAdd a New Project Using a P...Copy Folder Structure from Another ProjectCopy Folder Structure from...Create New FoldersCreate New Folders Upload Files and FoldersUpload Files...Manage Permissions for Files and FoldersManage Permissions...Manage Tracking for Files and FoldersManage Tracking for...Manage or SetFile TagsManage or Set...Track a Folder or FileTrack a Folder or File Download DocumentsDownload Documents Email DocumentsEmail Documents Export Information for DocumentsExport Information...View DocumentsView Documents Do you need to edit or add a new version of a file?Do you need to edit or add a new...Check Out a FileCheck Out a File Check In a FileCheck In a File Edit FileEdit File Upload a New Version of a FileUpload a New...EndEnd
