Document Storage
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
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
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
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
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:42 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:43 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:41 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:46 PM
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
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