Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

1.   Introduction to documents

...

Purpose of module

 

 

 

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.

 

...

Navigating the Document Register

You can access the Documents Register by selecting the Blue book icon at the top of the screen. 

...

Delete: Deletes the document from the Wise Owl System.

 

Frequently Asked Questions (FAQ's)

 

Q   Where can I see a list of available document templates?

...

Win 7 \\<your firm URL>@SSL\docs


Q   How do I share documents to a colleague within Wise Owl?

A    Provide your colleqgue with the Wise Owl Document Number/ID.

Wise Owl Documents all have a unique Document ID. This ID can be searched on the Document Register to find your Document. 

Image Added

Q Why doesn't my login to the Documents in Windows Explorer work?

...