Difference between revisions of "Office Functionality (Administrator guide)"

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(Uploaded documents)
(Uploaded documents)
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[[File:A_office_1.png|border]]
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[[File:A_office_updocs_1.png|border]]
  
  
 
Clicking the link will allow you to add, edit and change categories.
 
Clicking the link will allow you to add, edit and change categories.
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[[File:A_office_updocs_2.png|border]]
  
 
=Staff Timesheets=
 
=Staff Timesheets=

Revision as of 11:38, 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:


File:A office updocs 1.png


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


A office updocs 2.png

Staff Timesheets