Document Storage

Understanding Document Types & Document Timeframes
When documents are attached anywhere in LodgeiT, the system appends the documents with important metadata or information about the document. In some cases ...
Sat, 7 Mar, 2020 at 3:10 AM
Document Storage Overview
Click to view
Sat, 7 Mar, 2020 at 3:07 AM
Attaching Documents in the Document Storage Area
You can add documents in the "Files" tab. 1. Click "Files" 2. Select "Upload" 3. Consider the relations...
Sat, 7 Mar, 2020 at 2:49 AM
Create Document Time Frame Associations
Time frames with duration i.e. Financial Year, as below, allow precise attachment of reports that have a duration relationship i.e. set of financial statem...
Sat, 7 Mar, 2020 at 3:06 AM
Document Storage on Calculators
Document storage for specific documents is available throughout the LodgeiT system. Documents can be saved against all special LodgeiT Calculators. The inf...
Sat, 7 Mar, 2020 at 3:07 AM
Document Sub-Type for Financial Report
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Document sub-type for Legal Document
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Document Sub-Type for Reference Document
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Document sub-type for Regulator Notice. Be sure to select the regulator.
Sat, 7 Mar, 2020 at 3:07 AM
Retrieving Documents
Once a document is saved with the appropriate credentials, it is easy to search for & retrieve. Simply click the document. The document can be...
Sat, 7 Mar, 2020 at 3:09 AM