Reports and Analytics
Devensoft M&A Videos
About Target Documents
The Documents section is where documents pertaining to an Integration can be added for reference. Documents can be added from any of the following sources:
- Local or network file
- Local folder on your computer
- Template playbook
- Copy from external source (OneDrive or SharePoint)
With the exception of #4, documents are added to the Devensoft M&A database and protected through Devensoft ’s application and database level security.
Click on the Documents tab in the Integration to display the Documents list page.
New Document - To upload a document stored on your local drive or network directory. Documents can also be added by dragging them from your desktop to your browser while on the Documents page. This is a convenient for copying a larget number of documents.
New Folder - Click this button to add a new folder within your Integration.
Copy from Playbook - Displays a list of preloaded documents that are part of the Playbook or Package. Upload all or a subset of these documents.
Download Folder - To access files or folders outside of the Devensoft tool, use the Download Folder, which downloads files/folders to a zip file.
Files View - Displays files in a view. To revert back to the Folders view, click on the Folders View icon.
Copy from external source - Allows the user to copy files from OneDrive or SharePoint.
Email Team - A quick way to email documents to team members.
Trash Bin - Click here to restore those documents within an Integration, use the Trash Bin.