Inactive Documents

You can manually manage your Documents within e-manage|ONE to ensure all Users are seeing the “latest & greatest” documents. You can do so by locating the Document history either using the panel located on the left-hand side or from the Right-Click menu within any grid.

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Proceed to mark through any inactive documents by unchecking the check box located on the Document level labeled “Current”.

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After unchecking, you can hit TAB or ENTER on your keyboard. You can also click anywhere on the line item with your mouse if you’d prefer. Notice how it marks a line through the document showing it is no longer an Active or most updated document in the selected document category.

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Keep in mind if you are editing documents within e-manage it will automatically mark through the document that is no longer “current” or active. See here for additional instructions on how to edit documents within e-manageONE.

See the below short demonstration on Document Management.