View Uploaded Documents

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.

Viewing Documents

  1. Navigate to the Documents tab
You should see a list of all your uploaded Documents.

Filtering 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.