Tabs of the Manage Documents Screen
The Manage Documents screen has the following tabs: Document Details, Locations, and Client/Project Information.
- Related Topics:
- Document Details Tab
Use this tab to enter or edit organization information, maintenance, and effective dates for the document record you want to create or update. - Locations Tab
Use this tab to specify the path where the document is located in the server. - Client/Project Information Tab
Use this tab to enter or edit client and project information to which the document is associated, as well as document notes.
Parent Topic: Manage Documents