--- title: How to View and Manage Documents description: Review documents in RecordVault, filter and sort the document index, preview or download files, perform document actions, manage pages, and export table data. --- [Skip to content](https://info.resnav.com/how-to-view-and-manage-documents#main-content) English - United States Show submenu for translations [More support](https://info.resnav.com/kb-tickets/new?hsLang=en-us) ![](https://info.resnav.com/hs-fs/hubfs/ResNav%20Solutions%20Alt%20logo.png?width=2000&height=300&name=ResNav%20Solutions%20Alt%20logo.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [More support](https://info.resnav.com/kb-tickets/new) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [ResNav](https://info.resnav.com/?hsLang=en-us) 2. [RecordVault - Pro](https://info.resnav.com/recordvault-pro?hsLang=en-us) 3. [Documents](https://info.resnav.com/recordvault-pro?hsLang=en-us#documents) September 24, 2026 # How to View and Manage Documents ## Review, filter, sort, preview, organize, and manage documents stored in RecordVault. The Documents page allows you to review documents uploaded into RecordVault. You can filter and sort the document index, preview or download files, manage individual documents, perform batch actions, control how many records appear on each page, move between pages, and export the table data to a CSV file. **Open the Documents Page** Select **Documents** from the RecordVault navigation pane. The Documents landing page displays summary cards and the available document records in a table. **Review Document Summary Information** Review the summary cards displayed at the top of the page: - **Employees Matched:** Displays the number of employees matched to uploaded documents. - **Status:** Displays the available document status summary. - **Form Types:** Displays a summary of form types. - **Forms by Year:** Displays a summary of forms by year. **Filter Document Records** 1. Select the **Filter** icon. 2. Use the calendar controls to select the applicable date or date range. 3. Review the document records returned in the document index. **Sort the Document Table** Select a column header with a **sort indicator** to change the sort order. Sorting is available for columns including File, Person, Social, Form Type, Year, Folder, and Upload. **Preview and Manage a Document** 1. Locate the document you want to review. 2. Use the available action for the document. 3. Complete the applicable document-management task. Available actions may include: - **Edit:** Update the document name. - **Preview:** Open the document within the current screen. From the preview, download the document or open the document in a new browser tab. - **Download:** Download the document. - **Move:** Move the document to another category. - **Delete:** Delete the document. **Perform Batch Actions** Select multiple document records to perform available batch actions: - **Batch Move:** Move multiple documents to another category. - **Batch Delete:** Delete multiple documents. - **Set Form Year:** Set the form year for multiple documents. - **Assign to People:** Assign multiple documents to people. **Permissions and Access** Some document-management actions require the applicable permissions. If an expected action is unavailable, confirm that the signed-in account has permission to use the feature. **Change the Number of Records Displayed** Use the records-per-page control to display 10, 25, 50, 100, or 250 document records on each page. **Navigate Between Pages** Use the controls at the bottom of the table to move through the document results: - **First:** Go to the first page. - **Previous:** Go to the previous page. - **Next:** Go to the next page. - **Last:** Go to the last page. **Export Document Table Data** Select **Export CSV** to export the document table data to a CSV file. **Helpful Tips** - Use the date filter before sorting when reviewing a large document index. - Preview a document before downloading, moving, or deleting the file. - Confirm the selected documents before completing a batch action. - Review account permissions if an edit, move, delete, or batch-action control is unavailable. **Need Additional Help?** If you cannot locate, preview, download, move, assign, or delete a document, provide Support with the signed-in username, selected tenant, affected document name, filters used, action attempted, any displayed error message, and a screenshot with sensitive information removed. - [History Link](https://info.resnav.com/history-link?hsLang=en-us#main-content) - [Password Help](https://info.resnav.com/history-link?hsLang=en-us#password-help) - [Create a New User](https://info.resnav.com/history-link?hsLang=en-us#create-a-new-user) - [Two Factor Authentication](https://info.resnav.com/history-link?hsLang=en-us#two-factor-authentication) - [Reports & Data](https://info.resnav.com/history-link?hsLang=en-us#reports-data) - [RecordVault - Pro](https://info.resnav.com/recordvault-pro?hsLang=en-us#main-content) - [Account Access](https://info.resnav.com/recordvault-pro?hsLang=en-us#account-access) - [Dashboard](https://info.resnav.com/recordvault-pro?hsLang=en-us#dashboard) - [Employees](https://info.resnav.com/recordvault-pro?hsLang=en-us#employees) - [Pay Stubs](https://info.resnav.com/recordvault-pro?hsLang=en-us#pay-stubs) - [Documents](https://info.resnav.com/recordvault-pro?hsLang=en-us#documents) - [RecordVault - Express](https://info.resnav.com/recordvault-express?hsLang=en-us#main-content) - [Getting Started](https://info.resnav.com/recordvault-express?hsLang=en-us#getting-started) # ResNav Solutions Copyright © 2026, ResNav Solutions