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: ...

To edit a document, the document needs to be checked out.  Check Out Document Open your Target and select the Documents tab. Select the name of th...

If you need to modify a document, it has to be downloaded from the Document Detail page, followed by editing the document and the uploading it back to the D...

Deleting documents from a Target can be done by selecting documents via a checkbox or by clicking on the Document's title.  Both methods are described b...

Creating folders allows you to to organize and store your documents within a particular deal.  Folders can be created at the Target, Workstream, Milestone, ...

Viewing files and folders follows the standard Windows Explorer hierarchy of listing the folders first, followed by files. To View the Files Hierarchy w...

Devensoft M&A allows you to use SharePoint to access, retrieve, and include documents within the Target Document tab.   Navigate to a Target. Select...

The document storage capacity within a Tenant is set to 20.00 gigabytes.  An Administrator can monitor the database size by navigating to Admin/Storage/Docu...

Linking documents within the Devensoft platform is very easy and involves a few simple steps. Whether a user is linking within a Target or a Program/Integ...