Working with documents
Append pages to a document
Add pages to a filed document — by upload, scan, or QCard — including the Insert at beginning switch, the PDF/TIFF rule, and the new major version every append creates.
Change a document's type, catalog, or fields after filing
Update a filed document's field values, reclassify it under a different document type, understand when a catalog move is possible, and add new drop-down values — and know what it means when a control isn't there.
Check a document out and back in
Take exclusive editing rights on a document, work on it, and return it as a new version — plus how to back out with Undo Check Out and what to do when someone else holds the lock.
Delete documents — and what happens next
How deletion works, the three conditions that block it, and the honest answer on recovery: there's no recycle bin to restore from, but the server keeps the files where an administrator can reach them.
Edit documents in place with Content Director
Click Edit, work in Word or Excel or whatever the file opens in, and check the changes back in — the Content Director desktop companion that makes it work, the three-choice prompt when you're done, and the errors that mean it isn't running.
Email documents as password-protected ZIPs
Send documents by email inside an encrypted ZIP — the two checkboxes on the E-mail dialog, the password rule that matters most (the system never transmits it), and what the recipient needs to open it.
Group related documents with packets
Packets assemble themselves — every document sharing a key field value belongs, automatically — so this page explains the packet template behind that, the Packet Search page, and the completeness checking that's the feature's real payoff.
Move or copy documents between folders
The three ways to relocate documents — right-click Move to/Copy to, the clipboard with Ctrl+C/X/V, and the multi-select bar — plus the permission rules and the catalog boundary that stops all of them.
Read a document's history and revisions
The Version History window decoded — what major and minor version numbers mean, which rows hold downloadable files, how to bring an old version's content back, and how to read the action names.
Replace a document or upload a revision
The two actions that change a filed document's file — Upload Revision for a quick new version, Replace for permanently overwriting the pages — what version each creates, and when check-out is the better tool.