Organise Documents

Introduction

Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive design, users can efficiently manage fund documents, ensuring accuracy and ease of access.

Accessing Organise Documents:

Step 1: Click on Clients > Manage Jobs > My Job(s) and click on the Fund to open it.

Step 2: Now click on View Documents from the DMS section of the Job Dashboard.

Step 3: Click on Organise Document icon.

Step 4: You will now reach to Organise Documents page, by default, All Documents will be selected on the top drop-down menu. You will be able to view the list of documents available in that fund underneath that.

Step 2: You can search for any required document or you can also Filter the documents by Unsorted, Permanent, Tagged, Save-only, and Roll-forward documents.

Step 3: You can filter the documents by Unsorted and classify them in their respected folders and tag them. Once you start tagging the documents, they will be moved to respected folders from the Unsorted folder. 

Step 4: You can continue the same process for the other documents from the unsorted folder.

Document Identification:

You can easily identify the documents with the help of the new intuitive icon, which allows you to distinguish between tagged, untagged, and roll-forwarded documents.

1. Untagged documents with no Roll Forward
   

1. Roll Forwarded Documents
   

1. Tagged and Saved Documents
   

Remove Roll Forward:

Step 1: Hover over the document's name and click on the three-dot icon from the right.

Step 2: Select the Remove Roll Forward option from there.

Step 3: The Roll Forward will be removed from that document.

Remove all bookmarks:

Step 1: Hover over the document's name and click on the three-dot icon from the right.

Step 2: Select the Remove All Bookmarks option from there.

Step 3: Click on Ok from the appearing pop-up to continue.

Step 4: You will now receive a confirmation message and all the Bookmarks will be removed from that document, and the document will be moved to Unsorted folder.

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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