Office Functionality (Administrator guide)

Uploaded documents

Users can place uploaded documents in categories, and can re-order the list of uploaded documents (linked to the Client Details screen) by category, to help find the document they are looking for. These categories are set up from the "Upload Settings" menu item in the "Standard Document Setup" submenu:

File:A office updocs 1.png

Clicking the link will allow you to add, edit and change categories.