You can manage all type of documents from my documents page. It will display default folders as Unfiled Document, Contracts, Quotes, Favourites and Clients.
Based on filter it will display result respectively if it’s present, either it will display No Result Found.
Unfiled Document: By default, it will show blank but you can add documents here.
Contracts: It will display all the generated contracts related documents with particular clients/leads folder.
Quotes: It will display all the created proposals related documents with particular clients/leads folder.
Favourites: It will display all the Favourites Documents. Once you remove it from favourite, it will disappear from here.
Clients: It will display all the clients/leads name with folders along with documents.
Also there is an option of Create Folder, Upload Files and Sort the documents.
Open the folder name will display search bar & Add Folder and Upload file option will be based on the permission.
Create Folder + Upload Files – It will be display based on permission from settings.
It can be display download and notes option.
it will allow Move to, Permission, Show Older Version, History, Set Expire Date and Check Out etc. all features will be based on given permission to the staff members or roles.
Move to –Select a folder to Move file.
Show Older Version – If you are uploading same file at same location, old file replaces with new file and old file stored as a version.
Permission – Based on selection of role and user permission it will display file to staff and its actions.
By default, there is Deny permission to staff user. Once you allow particular permission to staff or role, it will reflect same in staff/role users.
Expiry Date – It will display expiry date selection, send reminder to client and Send reminder to member. If you selected staff member or client, then email template field will be mandatory to select.
Checkout – It will change the status of document to check in.
Delete – File can be delete if it is not in use anywhere.
Also it will display all the details of file allow to edit file name, add favorites, permission, tags etc.
History – It will display all the actions with date range search option and display list as performed by user. It will show Action, User & Date Time columns with particular data.
Add to favourite – It will add the document to favourite and also display in Main Documents folder. If you remove particular document from favourite, it will disappear from “Favourites” folder & on existing folder, it will show again with “Add to favourite” label.
Once you remove from favourite flag, it will show again with “Add to favourite” label.
Tags: User can show the tags that have added from settings as well as add new tags from here.
You can add notes for the particular document from Add Note button selection. It will open popup to add note. Already added notes will be shown below “Note:” label.
Show this to client: Yes – It will display the files to client.
