If you are using NextGen's native document storage, you can modify and manage files directly within your system. The system creates a new version tagged with a timestamp and the user’s name every time a document is edited and saved, maintaining a clear audit trail.

Note:

• Multiple users can edit the same doc./file at the same time with the changes synchronized between editors.

• Edits are applied to the same source file, so the Client Portal and other areas stay in sync with the latest version.

Supported file formats:

• .DOCX — Word documents
• .XLSX — Spreadsheets
• .PDF — With annotation support