Adding Document Dates at a Document Level

Cameron Ashcroft Updated by Cameron Ashcroft

To add document dates to one file, follow the below steps.

1.       Select your document settings

2.                   You will need to select a date displayed. There are the same 4 options as previous but as the document settings is for one specific document you have the other options of: -

o                    Custom Date: this will bring up a calendar for you to choose which date you would like

o                    Free Text: this is a free text feel for you to input any date ranges, undated, comments etc.

How did we do?

Add Files - Bulk Folder Import

Adding Document Dates at a Global Level

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