Manage your enterprise library documents

View your enterprise library documents

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

   
3. Library documents and folders lists will appear.

   

Add a new document in your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Click "Add document" button and drag/drop or select the document to upload in right panel.

   

Export an existing enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document and click "Export" button in right panel.

   
4. Click on "Export" in Export Library Documents dialogue. The document along with its configured template (if any) will be exported in the json format to your local machine.

   

Import an existing enterprise document

You can import the exported library documents from one account (source) to another (destination) when required. This is the smartest way to reuse or share the same documents along with their configured templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Click "Import" and drag/drop or upload exported document (i.e. .json file).

   

Edit a document from your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document and click "Export" button in right panel.

   
4. Edit the required content i.e. Document name, Template or Folder.

   
5. Click "Save".

Delete a document from your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document(s) and click "Delete" button in right panel.

   
4. Click "Delete" on confirm dialogue.

   

Move your enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document(s) and click "Move to folder" button in right panel.

   
4. Select the folder and click "Move".