Difference between revisions of "Office Functionality (Administrator guide)"
From Charitylog Manual
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Revision as of 11:35, 21 November 2012
Action List
Information Links
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:
Clicking the link will allow you to add, edit and change categories.
