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Document Storage

Document Storage

  • Set Up Document Storage

    You can use CosmoLex’s free native document storage solution or integrate with an…
  • 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…
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