You can view a list of all published and received files by clicking the Documents option in the side navigation.
If you want to:
View a document: Click on a document name to view it, or click the Action button associated with a document and select Preview.
Download a document: Click the Action button associated with a document and select Download. The document can then be saved and/or opened in your PDF viewer.
Filter your documents: Click Filter, then select to filter by document tag, client, person who uploaded the document.
View the any associated task: If a document is associated with a task, you'll be able to view the details of a task from the Documents page. Simply click the Action button associated with the document and select View task. Or you can click the task icon associated with the document.
Delete a document: Click the Action button associated with a document and select Delete Document. See Delete a document for more information.
Share a document: To share a document with a contributor, click the Action button associated with a document and select Share with contributor. See Share a document for more info.
Here’s a guide to the icons you’ll see in the Documents page: