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Version: Axidian CertiFlow 7.2

Documents

The Documents section displays a list of documents uploaded to Axidian CertiFlow.

Prerequisites

To allow access to the documents repository:

  1. Open the Configuration Wizard, go to Common features and enable the Internal document management option.
  2. Open the Management Console, go to ConfigurationRoles and assign the Viewing document repository privilege to the administrator or operator role members.

To find documents, set the following filters:

  • Type
  • File name
  • Description
  • User
  • Signature status
  • Original document
  • Time range

For example, to find all users who have not uploaded the original documents, set the following filters: TypeCertificate and Original documentNot provided.

Export search results

You can export the search results to an XLSX file. Click and select the XLSX format.

Documents operations

You can download , delete and edit documents.

If the user provided the original document, you can record its receipt in Axidian CertiFlow. Click next to the required document and select Original received.

info

The internal document management functionality allows users and administrators to exchange documents for obtaining a signature certificate.

Administrators can manage documents in the Management Console and users – in Self-Service.