Set Up Document Storage
You can use CosmoLex’s free native document storage solution or integrate with an…
Document Storage
-
-
Upload Documents
Once you have set up your document storage solution, you can manage your documents from Co… -
Manage Attachments
When you attach a document to an item (such as time card, expense, invoice, etc.), the appl… -
Rename a Document
You can rename a document you uploaded to the application’s Documents section. F… -
Delete a Document
You can delete a document you uploaded to the application’s Documents section fro… -
Add Search Properties to a Document
You can add document properties to make it easier to locate when you use search filters. Ad… -
Download or Restore a Previous Document Version
You can download and restore a previous document version from within CosmoLex for Dropbo… -
Edit Documents in Office 365
When you integrate your CosmoLex account with OneDrive, you can access, edit, and save do… -
Reauthenticate Your Document Storage Integration
You can reauthenticate your document storage integration if your external storage solu… -
Migrate Dropbox Files to Native Storage
You can migrate DropBox files and folders to Cosmolex native document storage. Migrate F…
Need Support?Contact Support