General

Upload File

In this article, users will learn how to upload files on Filer. Uploading files is used to upload more inform...

Sharing a Record or Document

In this article, users will learn the steps required for sharing a record with Filer. Sharing is useful for u...

Create File

Navigate to the SharePoint site where Filer is installed at your organisation Search for the record you are l...

How to edit a document

In this article, users will learn how to edit a document on Filer. Editing documents is a useful feature for ...

How to Delete a Document

How to Delete a document In this article, users will learn the steps required for deleting a document stored ...

How to redact text within a document

In this article, users will learn the steps required to redact text within a document with Filer. Redacting d...

How to annotate a document

In this article, users will learn the steps required to annotate a document with Filer. Annotating a document...

How to view a Document Version History

In this article, users will learn the steps required to view a documents version history. Users will be able ...

View and Edit Document Properties

In this article, users will learn the steps required to view and edit document properties in Filer. In some s...

Copying a Document

In this article, users will learn the steps required for copying a document with Filer. Copying documents is ...

View Compliance Policy applied to a Document

In this article, users will learn the steps required for viewing compliance information. This is a useful fea...

How to Print a Document

In this article, users will learn the steps required for printing a document stored with Filer. Printing is i...

How to Download a Document

In this article, users will learn the steps required for downloading a document stored with Filer. This could...