Customer Support Agent
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Activity overview
Latest activity by Customer Support Agent-
Customer Support Agent created an article,
General Tools
By pressing Right-Click or the option button, the user can: Open in Office for the web This feature will open the file in a new tab. The user can make any changes and will be automatically sav...
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Customer Support Agent created an article,
Email to
To add files to Email to section, the user has to: Select the file and press Right-Click or select the option button and press Email to: Then, enter the following information: Email Press ente...
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Customer Support Agent created an article,
Versioning
The user can access the versioning feature via the: Navigation Tool (as the previous image) Select the file option button and/or right-click and press Information - Versioning This section wil...
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Customer Support Agent created an article,
Split Files
To split files: Select the file. Select the pages that you want to split. You can preview the document before splitting it Select Add to Split. You can change the order of the pages and/o...
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Customer Support Agent created an article,
Merge Files
To merge files, you can: Select the PDF files and press Merge Select Right-Click and select Add to Merge OR select the option button, go to Edit and press Add to Marge. Once files are select...
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Customer Support Agent created an article,
Preview
The Preview Tool allows you to quickly open a file in viewer mode from the right-hand tool bar. Preview By selecting the Preview button in the tool bar, and then selecting a file, you can qu...
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Customer Support Agent created an article,
File's Quick Actions
Counters With this feature, the user can view the quantity of files that have any folder. Navigation Tool This option redirects the user to the Record, Workspace and his folder. Quick Tools...
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Customer Support Agent created an article,
Record History
In this section, the user can view all actions performed by all users within a record. The user can have a detailed log of: Files or folders created, modified, or deleted Name of the record De...
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Customer Support Agent created an article,
Record Information
In this section, the user can view: Record Information: Record Name Record Key Record Category (Additional Custom) Properties System (Record) Information: Folders Files Storage Recycle Bin Fil...
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Customer Support Agent created an article,
Create a File or Folder
A. Create New File or Folder To create a new file, open a workspace within a record. On the top right of the table you will see a purple button "New" New File User can select the File Type as...