General: Can I bulk apply templates? Answer: You can only bulk apply a template to documents during the import process. Once the document is imported you can only apply a template to ...
General: How to rename folders in the DMS Answer: Right click on the folder that was created and choose "Folder Options." You will then see the name of the folder at the top which ...
General: How to apply templates on import Answer: During the import process, all you need to do is select the template for each document you are importing while using the import wizard. See ...
General: How do I access document history? Answer:
Open NovaCore and select a framework.
Click on Policies, Procedures or one of the other document viewing buttons under Manage.
In the top right corner, you will ...
General: How do I access revision notes? Answer: The Revision Notes button is just below the Revision History buttons. Simply click on it and enable Revision History.
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General: How do I link documents to standards? Answer: 1. Select your desired framework and head to the Traffic Light System.
2. Click the Manage tab and then click the words View Framework.
3. Click Edit ...
General: How do I change the classification of a document? Answer:
Click on the All documents classification button as shown below.
Choose the classification near the document you want to change.
Once you choose the classification, a dropdown ...
