Document Manager / Document Management System

Document Management System

The Document Management page allows you to save and manage your documents under a document hierarchy.

Users may search, view, download, track, and retrieve the documents through this hierarchy. You may also download the client files before purging the client.

Navigation: Document Manager → Document Management System

Refer to the screenshot:

The document management page shows a document hierarchy in the left panel and documents in the right panel.  You need to click the folders to access the documents (Refer to the screenshot to view the structure of Document Management SystemRefer to the screenshot to view the structure of Document Management System).

Once you click a folder, the sub-folder list opens and the document included in the last folder appears in the right panel.

If multiple clients are selected, all the documents are downloaded as a single zip folder.

Under the zip folder there are multiple sub folders based on the number of selected clients. Individual folders are created for each client.

Fields and Descriptions

If multiple clients are selected, all the documents are downloaded as a single zip folder.

The panel shows the following:

1. Client Name – Specifies the client name.
2. Document Name – Specifies the document name.
3. View icon – Click on the view icon to view the document.
4. Version control icon – Click on the version control icon to view the version history of the document.
5. Owner – Shows the username who has uploaded the document
6. Date – Shows the date and timestamp when the document was uploaded.
7. Pagination – Enter the page number and select the number of views in the pagination field.