Document Storage

Document Storage Overview
The video includes:  Tagging documents with dates, types and sub-types. Searching for a document with text or date filters. Naming documents Docu...
Wed, 1 May, 2024 at 1:26 PM
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 t...
Wed, 1 May, 2024 at 1:27 PM
Create "File" Date/Period
Period allows the document to have an association with either a point in time i.e. a date when a legal document is signed or a fromTo duration i.e. a financ...
Wed, 1 May, 2024 at 1:21 PM
Attaching Documents in the Document Storage Area
You can add documents in the client's "Files" tab. 1. Click "Files" 2. Select "Upload" 3. Consider the details care...
Fri, 26 Apr, 2024 at 8:36 AM
Document Sub-Type for Financial Report
Learn more here-
Mon, 29 Apr, 2024 at 12:42 PM
Document sub-type for Legal Document
Learn more here-
Mon, 29 Apr, 2024 at 12:43 PM
Document Sub-Type for Reference Document
Learn more here-
Mon, 29 Apr, 2024 at 12:41 PM
Document sub-type for Regulator Notice
Learn more here- 
Mon, 29 Apr, 2024 at 12:46 PM
How to search a "Document" via "Files"
Once a document is saved with the appropriate credentials, it is easy to search. Locate via this "search bar" Document details are provided,...
Wed, 1 May, 2024 at 11:08 AM
Saving Accounting Data Files into Storage
Select File Type to represent the software application. Select, create Financial timeframe association since the datafile will typically be in relation...
Sat, 7 Mar, 2020 at 3:09 AM