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...

The Documents tab serves as a great respository for storing documents, allowing users to check out documents for editing purposes followed by checking them ...

Documents can be added to a specific deal or Program for reference. Documents can be added from the Playbook menu, a local folder on the user's computer...

If a document needs to be modified, it has to be downloaded from the Document Detail page, followed by editing and uploading it back to the Document Detail ...

Deleting documents from an Integration can be done by selecting documents via a checkbox or by clicking on the Document's title.  Both methods are descr...

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

Viewing files and folders follows the standard computer hierarchy of listing the folders first, followed by files. To View the File Hierarchy within Doc...

Devensoft M&A allows you to use SharePoint to access, retrieve, and include documents within the Integrations Document tab.   Navigate to an Integrat...

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/Integra...

In this tutorial, you will learn how to create permissions at the folder level.  If you are familiar with creating permissions for documents, it follows the...