Navigating the Document toolbar

Last updated: February 20, 2026

Overview

The Document toolbar provides quick access to common document management actions.

This table outlines the actions associated to each icon highlighted, expand to learn more:

Email selected documents as attachments

Sends the selected documents as email attachments.

Note: It is recommended to send emails from the Timeline when possible to maintain proper activity tracking.

Download

Downloads the selected document(s) to your computer for local storage.

Switch

Moves a document from the current client record to a different client record if it was uploaded to the wrong account.

Move to Cabinet

Relocates the selected document to a different cabinet within VerunaDocs.

Rename Selected Document

Allows you to update the file name of the selected document.

Edit Description

Enables you to modify the document’s description field.

Remove selected documents from client

Removes the document from the current client record without deleting it entirely from the system (if applicable based on configuration).

Trash

Permanently deletes the selected document from the system.

Import

Uploads new documents into the current Account or Policy record.

Manage descriptions

Opens the description management settings (System Administrator access required).

Merge accounts

Initiates the account merge process if duplicate client records exist.

Open documents in a popup

Opens the selected document in a pop-up window for easier viewing.

This table outlines the actions associated to each icon highlighted, expand to learn more:

Allows you to search for documents within the current record using keywords or file names.

Column chooser

Enables you to rearrange, add, or remove columns displayed in the Documents section.

Save Column Settings

Saves your preferred column layout and display order for future use.