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What is Documents?

Definition of documents.

Written by Suzette Richards

The Documents Page:

The Documents page allows you to manage and create all the documents in your Thoropass instance.

The screenshot below shows the layout of the page, it displays:

  • The name of the document / file.

  • The owner

  • Tags associated with each document

The Documents page also includes templates for creating common types of documents.

To add a document / file:

  • Click on +Create Document.

  • To create a blank document (in - app):

    • Select Thoropass Paper, Blank Document.

  • To use a Thoropass template:

    • Select Thoropass Paper, From a Template.

  • To upload a file from your desktop:

    • Select 'Upload File'.

    • Drag & drop a file or click 'Add File'.

To download a document / file:

  • Click on the checkbox next to the file(s).

  • Click on the 3 dots (top right).

  • Select ' Download document'.

  • If downloading >10 files, a pop-up window will appear informing you that an email with a link to the files will be generated once the export is complete.

  • Once the email is received, click on the link to download the files.

    • See alternative option below (ie DataRooms)

Note: An alternative to the above is the DataRoom feature, which allows you to create a separate in-app DataRoom and zip files.


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