How to use 'My documents'

The 'My documents' page is where you can access, monitor and file any of the documents that you have started work on.

The following controls are available to you for managing your documents:

Changing the order of the documents displayed: use the functions in the top right of the page to order your documents.

  • Page navigation: jump between first, last, next and previous pages of results, or enter a number into the box to jump to a specific page
  • Record count: displays how many draft entries to show per page, and provides a live count of how many fit the currently applied search/filter criteria.
  • Sort controls: choose to display the current results by name, created date or updated date, and to view them sequentially or in reverse order

Filing documents in your own folders: use the 'Create folder' button under the 'My folders' panel on the left of the screen to create and name new folders. You can then drag any document from the main viewing pane into these folders by clicking and dragging on the icon at the top left of each document entry. If you delete a folder, the documents within it are not deleted, but are simply removed from the folder.

Clicking on a folder name in the 'My folders' panel will filter the main viewing pane to only show documents in the selected folder.

Editing a document: click the document header on the main viewing pane or on the edit button alongside it to open up and adjust/edit it.

Send for legal review: if you have purchased a document that features legal review, clicking on the 'Send for legal review' button will allow you to pass the document over for review by the legal team. You will be given the chance to add any comment or questions for the reviewers as you submit the document.

Renaming a document: click on the 'Rename' button to change the name of the document.

Downloading a document: click the 'Download' button to download a copy of the document into another format, such as Microsoft Word.

Deleting a document: you can delete any document by clicking 'Delete'. Please note that all information on the template will be lost.

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