Documents

List of paragraphs:

In module Documents you can archive documents and create document tree. Enter document description, attach files and create tasks, related to document. 

Documents list

Select module Documents to see list of documents. 

To find a specific document, enter its details in module search:

Filter documents according to relevant criteria:

You can form document tree in module settings.

Creating new document

1
To create new document, press New record.

2
Enter document details. Select document category, which identifies to which tree branch document belongs.

3
Submit information.

Document review

To review document, press on its name.

You will see document description. You can attach files to it and create related tasks.

Creating related entries

To create related entry, select documents review, press Tasks and click New Task:

Describe task and save. A task will be shown in document description, modules Tasks and Calendar.

Editing and deleting

To edit or delete document, use menu Actions in the grid:

Also, you press Actions in document review form and select options edit or delete.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us