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. Doc...
Thu, 2 Feb, 2023 at 10:58 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 details carefully, you ca...
Tue, 16 Jan, 2024 at 7:23 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
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