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
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
Create "File" Date/Period
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
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
Sat, 7 Mar, 2020 at 3:07 AM
Document sub-type for Legal Document
Sat, 7 Mar, 2020 at 3:07 AM
Document Sub-Type for Reference Document
Sat, 7 Mar, 2020 at 3:07 AM
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
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