How do I navigate my library?

All documents uploaded to Equify can be found in the Library, from which you can search, view, download and share documents.

Document Nomenclature and Types

This library contains a number of document types, corresponding to the classification folders in the Equify nomenclature.
This nomenclature, visible on the left side of your screen, reflects common business practices.

Details of a document

Simply click on the document's line to access its side panel. There, you will find information such as: the name of the original file, the list of objects linked to the document, and the list of accounts it was shared with.