As well as being to able to view Documents attached to a single Job or Client, you can also view all Documents for your organisation in once place.
If you have no Documents, you can upload a Document.
- Navigate to the Documents tab
You should see a list of all your uploaded Documents.
Documents can be filtered in order to find the ones you want.
A filter panel is shown above the list of Documents, which provides the following filters:
- Keyword - can be file name, job name or client
- File type - example .doc, .txt, etc
- Uploaded by - the user who uploaded the document
- Tags - find documents that have been tagged
Filters should come into effect as you type.