Click Documents (1) on the left-hand menu to get an overview of every document stored in the system.
Sort & Filter by:
- Customer name
- File name
- Category
- Record title
- Date range
Click on the document you want to categorise. Go to the Details tab (1). Choose from predefined classifications (2) e.g., letters, contracts, reports. The system will automatically save your changes when you close the document.
Once categorised, you can easily search and filter by document type.
