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The Document Register is where the flow of any Documents held by your firm will be controlled from. It allows you to easily find documents, track the status and update as required.
You can create or upload new documents, search what is already in the system, change the status or open individual documents and much more from this screen.Image Removed

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Navigating the Document Register

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 To open a Document on the document register you can either:

  • click on the hyperlink attached to the name of the Document
    or

  • by selecting ‘open’ from the drop down list at the end of each document line.

  

Selecting the Document Number will take you to the Document Metadata page or the Document Details page where you can make changes to the document as required. You can also make changes to the document by using the drop down menu at the end of every document line.
 

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What is my Documents path?

Win 10 \\<your firm URL\docs

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If you don't wish to have your login remembered, select the 'Don't Remember Me' option.Image Removed

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