Classifying your documents

Introduction to File Types
What is a file type? File Types are a solution for companies with a lot of documents to classify, organize, and retrieve their content more easily ...
Thu, 16 Nov, 2017 at 11:38 AM
[Managers] Create a File Type
To create a File Type: 1 - Open the File Type creation popup Log in as a workspace manager. From Google Drive, click on the Powertools &q...
Wed, 24 Jan, 2018 at 4:04 PM
Assign a File Type to a document
Requirements In order to classify documents using a File Type, the following requirements need to be met: The file has to be located in a workspace whic...
Fri, 17 Nov, 2017 at 5:19 PM
Classifying multiple documents at once
The option described below is only available from the "Business" licensing plan and above. File Types and Tags can on be applied on a file per fil...
Thu, 30 Nov, 2017 at 2:09 PM
Export and import documents metadata and tags
The option described below is only available on the "Business" licensing plan. File Types and Tags can on be applied on a file per file basis in t...
Thu, 30 Nov, 2017 at 2:09 PM
Setting Business Rules on a File Type
What is a Business Rule? A Business Rule is composed of a triggering event and of a list of actions to execute when the event is triggered. The most co...
Thu, 20 Jul, 2017 at 3:59 PM
Set tags on a document
What is a tag ? Tags are a solution to classify, organize, categorize and finally retrieve documents more easily. Tags are much more flexible and quick ...
Fri, 11 May, 2018 at 3:02 PM