We’ve refreshed the Documents section with a cleaner interface, better organization, and improved navigation. Everything you could do before is still available — just more streamlined and intuitive.

This guide walks through what’s changed, where key features are now located, and how different user roles interact with the updated Documents area.

What’s New (At a Glance)

• A modernized interface under the Documents tab
• Subcategories for improved folder structure
• Settings previously called "Document Management" are now part of the Documents > Settings page
• No functionality has been removed — just reorganized
• Basic Users still access only documents shared with them

Where to Find Document Settings (Formerly Document Management)

What used to be called Document Management is now integrated into the Documents > Settings section.

To access it:

• Go to Documents > Settings
• Use this page to upload files, organize folders (now with subcategories), and adjust visibility settings.
  ⚠️ Access is limited to Client Administrators and Form Owners. Basic Users do not see the Settings page and can only access shared documents via the main Documents tab. Basic Users can still view and download any documents that have been shared with them. There are no changes to their access.

Categories & Subcategories

• The new layout introduces subcategories to make organizing your documents easier and more flexible.
• Categories = top-level folders
• Subcategories = folders within folders (new!)

Permissions & Visibility (Existing Feature)

• You can control who sees which folders by adjusting folder-level permissions.
• Assign visibility to specific groups.
• Restrict certain categories so only selected users can view them.

Uploading Documents

You now have two ways to upload documents:

• From the main Documents page, Click the + Add Document.
  
• From within a specific category or subcategory
  

Managing Documents

From any category or subcategory, you can:

• View upload details – See who uploaded the document and when.
• Rename documents – Update the title without re-uploading.
  
  
• Move or organize documents – Shift files into the right folders.
  
  

👉 For questions or support, please contact baldwinsupport@portside.co!