Documents
Learn how to upload, organize, and manage your documents in your digital vault.
10 articles
- Native sharing on mobileThis functionality allows you to share any items in Documents to other applications on your iOS or Android device.
- Request documentsUse Request Documents to allow others to add items to your vault.
- Email documentsUse the email function to share documents with people you've not invited to your vault.
- Delete documents from a vaultLearn how to delete, permanently remove, and download documents from your vault.
- Supported document file typesDocuments that do not meet these criteria will not be added to your vault.
- Document upload failureDocuments that are not a supported format, are too large, or fail a virus-scan will all fail to upload.
- Add documents to a vaultLearn how to add, organize, and manage document details in your vault.
- Replace documentsA feature that allows you to replace an existing document with a newer version of that document, or a completely different document.
- Scan documentsQuickly scan, edit, and save important documents directly to your vault using Prisidio’s mobile scanning feature.
- Add Documents from DocusignHow to connect and add documents from Docusign to your vault.