Documents

文档功能允许您在经典版 实体 中存储、管理和访问文件，并在现代化版本中查看它们。在经典版 实体 中，文档存储在工作文档（系统生成、导入或未附加的文件）和文档存储（长期或个人上传）中。您可以根据权限移动、查看、导出、通过电子邮件发送或删除文档。现代化 实体 提供了一个表格视图，用于浏览、搜索、过滤和下载文档，查看详细信息以及访问相关实体。只能在经典版 实体 中进行更改。

Documents in classic 实体

In the 实体 app, documents are stored in Working Documents or Document Store. If you have permissions allowing this action, you can move documents between Working Documents and Document Store using the Move document option.

Working documents

默认情况下，工作文档存储以下内容：

• 系统生成的所有文档。示例：特定司法管辖区的表格、会议记录、股东决议、报告

• 使用导入文档向导导入至工作文档的所有文档

• 上传到 实体 且未附加到任何实体的文档

To view documents for a specific entity, open the entity record and go to Documents > Working Documents.

From the Options Menu of any document in the list, you can:

• View the document
• View the document as PDF
• Email the document
• Email the link to the document
• Export the document
• Move document to the Document Store.
• Delete the document

From the Wizards, you have the following options for one or more selected documents in the list:

• Email documents
• Download documents
• Open as single PDF
• Move documents to the Document Store.
• Delete documents
• Import documents

You can filter the list of documents using the following filtering options in the basic search:

• Where From search for documents in a specific location, such as All Documents or Working Documents.
• Search For search for specific types of information in the documents like quickref or form number
• Begins With/Contains use this filter to search for a specific document or document type
• Order By specify the order in which documents appear on screen
• During the Last select how far into the past you want to search

Select More to reveal further filtering options for documents.

Document store

全局横幅中的文档存储选项提供了对应用程序中该部分内所存储的所有文档的访问权限。

文档存储存储了使用导入文档向导导入到文档存储的所有文档。您可以使用此部分存储打算无限期保留的文档，或导入自己的文档（例如公司账目）。

To view documents stored for a specific entity, open the entity record and go to Documents > Document Store.

From the Options Menu of any document in the list, you can:

• View the document
• View the document as PDF
• Email the document
• Email the link to the document
• Export the document
• Move document to the Working Documents.
• Delete the document

From the Wizards, you have the following options for one or more selected documents in the list:

• Email documents
• Download documents
• Open as single PDF
• Move documents to the Working Documents.
• Delete documents
• Import documents

Checked Out By Me

You can edit documents produced and stored in the system by checking them out first. In the Checked Out By Me section, you can find documents that you have checked out.

All Documents

The All Documents section displays all documents within the 实体 app regardless of who created them, what they are for or which category they fall under.

Form Fill

The Form Fill section contains forms that can be form-filled by users. Forms are only available for certain jurisdictions. There are a number of forms that are automatically generated by the system. Forms the 实体 app does not generate are available to be filled in manually under the Form Fill section.

Electronic filing

In some jurisdictions like Ireland, UK and Australia, you can file forms electronically to your corresponding government agency. For more information about electronic filing in a certain jurisdiction, refer to the relevant section in the Help Centre.

Documents in modernized 实体

现代化 实体 体验中的文档顶级列表页面以表格视图显示所有文档。您可以从一个位置浏览、搜索、过滤和下载。您还可以在实体记录内的文档选项卡中查看与实体相关的文档。表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。

现代化 实体 中的文档菜单和列表页面仅对有权访问至少以下文档区域之一的用户显示：工作文档、文档存储、数据资料库以及已删除的电子归档文档。若没有上述任何区域的访问权限，则文档主菜单项和列表页面会自动隐藏。要请求访问权限，请联系您的管理员。

To find out more, go to Documents in modernized 实体.