Office Functionality (Administrator guide)

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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:


A office 1.png


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

Staff Timesheets