Folders & Documents

To access the Documents tab, click on the left sidebar button on the Complico site, as indicated by the arrow below.

clicking on the left sidebar button to open it

Select "Documents," and you'll be directed to the "All Documents" tab under Documents.

Here, you can view all the documents and folders you have created, uploaded, or edited.

clicking on the Documents tab in the left sidebar opens the Documents tab on "All Documents"

Below is an example of an All Documents tab. At first glance, several features are noticeable:

• Under the "All Documents" headline, there are a few filtering options.
• Below it, folders and documents are listed, the top two rows are folders, indicated by a blue folder icon next to the file's name, and the following row is a document, without the blue folder icon.

• On the left sidebar, you have the option to navigate to either the Template Gallery tab or the Trash tab.

the All Documents page, showing all documents and folders

Various columns provide key information:

1. File's Name: Displays the name of each file or document.

2. Last Modified Date: Indicates the most recent date the file was edited or modified.

3. Recipients: Shows information about recipients or relevant stakeholders associated with the document.
4. Document's Status: Reflects the current status of each document.

5. Current Step ETA: Provides an estimated time of arrival for the current step in the document's process.

To create a folder or a new document, click on the "+NEW" button located at the top of the page, as circled below.

Subsequently, choose the 'New Folder' option.

selecting New Folder after clicking the New Document button

Now, simply name the folder and click 'Create,' as shown below.

naming a new Folder and creating it

NOTICE: If you wish to create new folders within an existing folder, simply double-click the existing folder and then proceed to create a new folder inside it.

If the option to create a new document is selected, the new document window will open, presenting several available options, as seen below.

There, you can choose to:

1. Create a blank Document

2. Upload a local file

different options for creating a new Document

To learn more about editing a blank Document - click here

To learn more about using a file in Complico's Document system - click here

In this window, to the left, there is also the Template Gallery, where you can select one of Complico's large assortment of ready-to-use Templates.

These Templates are designed to minimize the amount of work needed to complete an evidence, as circled below.

the Template Gallery tab, showing a selection of Templates

To return to the Documents Guide hub, click here.

To return to the main guide hub, click here.