Integrations: About Documents

About Program 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:

1. Local or network file
   
   
2. Local folder on your computer
   
   
3. Template playbook
   
   
4. 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.