Document Management

To access documents, head over to the left-hand side bar menu and click on Documents.

Upon accessing the documents section, you will see a search bar at the top where you can type keywords to search for specific documents or folders. This makes it easy to find what you need quickly.

Next to the search bar, you will find view options that allow you to toggle between list view and grid view for displaying your documents. Choose the view that best suits your preference for navigating through your files.

To the left of the search bar, there are two essential buttons: the Upload button and the New Folder button.

Clicking the upload button allows you to select and upload new documents from your computer.

The new folder button enables you to create new folders, helping you to keep your documents organized.

The main area of the panel displays a list of your documents and folders. Each entry shows the name of the folder or document, its size, the last modified date, and, if applicable, additional columns for descriptions and confirmation case references. This detailed information helps you keep track of your files and their contents.

Managing Documents

Next to each folder or document, there is a three dots menu that provides more options. Clicking this menu allows you to rename, move, or delete the selected item, giving you full control over managing your documents.

At the top of this page, you will see the storage usage bar, which indicates the percentage of storage used and the total storage available. This helps you monitor your storage space and manage your documents accordingly.

Once you click on a document, you get the chance to add and edit the description of the document.

Clicking Description will open a text box where you can enter or modify the description.

The Preview button allows you to view the document directly within RunSensible without downloading it.

In addition, there is a Send Email button next to each document and folder, making it easy to share files via email directly from the panel.

Accessing RunSensible from Your Desktop

If you would like to have RunSensible on your desktop, click on RunSensible Drive button. This allows you to find, open, and organize your files and folders directly from your desktop, with changes automatically synced back to RunSensible.