Help Article for Document Management
Document Management
Following steps
1. You will see the folder name and all the files
a.) Case Folder
Select to open the case folder
Select options like case file and year.
You will find two options:-
a.) Case document
b.) Case History
b.) Contact Folder
Firstly write the contact name example: John Doe
If you don't have a first or last name then write an email id
If an email id is not available then write phone number as the folder name
Then select the folder:-
You will be able to see the details like:
a.)File list with file size and types of file
b.)contact files.
c.) Query folder
If you have any query you can register
Give the query titles such as Folder Name
You will be able to see the details like:
a.)File list with file size and types of file
d.) Finance Folder
Give the Invoice No. as Folder Name
You will be able to see the details like:
a.)File list with file size and types of file
e.) User Custom Folder:-
Give the folder name or file list
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