Document Storage
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
The video includes: Tagging documents with dates, types and sub-types. Searching for a document with text or date filters. Naming documents Docu...
Fri, 26 Apr, 2024 at 8:18 AM
Time frames with duration i.e. Financial Year, as below, allows precise attachment of reports that have a duration relationship i.e. set of financial stat...
Fri, 26 Apr, 2024 at 8:16 AM
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
Sat, 7 Mar, 2020 at 3:07 AM
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
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