Document Library

Documents & Reports Overview
Often referred to as the Document Library, the power here is the simplicity with which any document can be added and the ease with which they can be retriev...
Wed, 30 Oct, 2024 at 9:07 AM
Is there the Option to Upload my own Documents to Inform Direct?
Yes. Users with a Subscription Account can upload their own documents to store on Inform Direct. There are 2 different ways this can be done: 1. Using...
Fri, 14 Apr, 2023 at 3:33 PM
How Do I Download a Document from the Document Library?
   Click on the blue arrow opposite the document. This will download the document in question to your device.  How Do I Search For a Document? Ther...
Thu, 27 Jul, 2023 at 1:14 PM
What Documents are automatically saved to the Document Library?
Inform Direct will save a copy of the following documents in the Document Library. Documents produced as part of the process wizards on Inform Direct a...
Thu, 27 Jul, 2023 at 1:19 PM
How Do I Add Documents Using the 'Add File' Feature?
It is possible to upload your own documents to store on Inform Direct if you have a subscription account. This feature is not available to PAYG users.  Th...
Thu, 27 Jul, 2023 at 1:48 PM
How Do I Add Documents Using the 'Drag and Drop' Method?
It is possible to upload your own documents to store on Inform Direct if you have a subscription account. This feature is not available to PAYG users.  Th...
Thu, 27 Jul, 2023 at 1:46 PM
How Do I Search For a Document?
There are a number of ways you can search for a Document saved in the Document Library. First you can always sort the Documents by File Name Date Added...
Thu, 27 Jul, 2023 at 2:24 PM
How Does a Document Get 'Tagged'?
If a Document is added to the Document Library automatically it will also be automatically 'tagged' and given an appropriate filename. What Docume...
Thu, 27 Jul, 2023 at 2:47 PM
How Do I Add or Change a Documents Tags?
Adding a tag to a document will help with searching for it in the future. Often, tags will be added by Inform Direct automatically. However if you need to...
Thu, 27 Jul, 2023 at 2:58 PM
What Categories Can a Document be Tagged With?
The power of the Document Library is the simplicity with which documents can be added and the ease with which they can be retrieved. The retrieval process...
Fri, 2 Oct, 2020 at 1:20 PM