Entity Management


Editor users may view and update document records via the related entity record page or at View > Documents (Reader users have view-only access). You may search for records via the search bar.

Click on a document name to update the record. If you have been granted document access, you may view, download or print attachments by clicking on the file or website links. Click on the Last Updated date to view the history of the record.

NOTE: Document records are created as attachments to an entity record.