All Collections
Docs and Files
Efficiently manage files: Organise into folders, rename, create, and control privacy (public/private). Upload, publish, and transform your documents into signed docs seamlessly.
Docs and Files Explained
All you need to know to organise, sort and publish your signed documents, files and folders with Onetrace.
🚀 Signed docs and files explainedLearn your way around the Onetrace system by exploring the functionalities of Docs and Files. Check out this guide to get started.
🚀 Manage Your Documents: Create, Delete, Rename FoldersThis guide will walk you through the steps to create, delete and rename a signed doc and a folder for your files using the Docs & Files tab.
Docs and Files Workflows
Dig deeper into learning the full capabilities and benefits of using docs and files.
🚀 Move files/signed documents from one folder to anotherLearn how to move files from one folder to another using the Docs & Files tab within your Onetrace account.
🚀 Change the view access of your foldersLearn how to change the view access of your Folders on Onetrace to either private or public.
🚀 Create, Delete or Rename a Folder of Your Signed Docs & FilesThis guide will walk you through the steps to create, delete and rename a signed doc and a folder for your files using the Docs & Files tab.
Signed Docs
Document management with auto-assign, tracking, export tools, and global insights for signed documents.
🚀 Your Guide to Signed DocsStreamline compliance and document management with auto-assign, tracking, export tools, and global insights for signed docs.
🚀 Signed Docs & Files FAQsWe’ve introduced updates to Signed Docs to streamline compliance and enhance your experience. Explore the FAQ below to learn more about these features.
🚀 Signed Docs: Navigating the Global PageHere's a guide to navigate the Global Page for Signed Docs, giving you the option access your Docs by Projects, by Members and by all.
🚀 Adding your Doc to a ProjectHere's a guide to uploading your PDF files to the Signed Docs section of a Project.
🚀 Signed Docs: Folder Access ControlHere's a guide on how to manage your Signed Docs once uploaded.
🚀 Creating a Signed Doc from the Global Tab