Functionality reserved for the document manager administrator
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How to customise the company or user archive tree of an accounting firm?
To customise the company or user archive tree :
Click on the "Settings" icon
Click on "Company archive management" to update the company tree
Click on "User archive management" to update the user tree
How do I search for an item in the archive tree?
It is possible to search for a folder or a document type:
Click on
which is displayed over the column headers (Name, employee business profiles, customer business profiles)
Click on "Filter".
Enter the name of the file or the type of document
It is also possible to search for a "slug":
Click on
which is displayed over the column headers (Name, employee business profiles, customer business profiles)
Click on "Filter".
Click on "Filter By"
Select "Slug".
Enter the name of the slug
The structure of the tree structure is preserved during the search.
If you search for a folder, the subfolders and document types belonging to that folder will also be displayed.
The structure of the archive tree is preserved during the search.
If you search for a folder, the subfolders and document types belonging to that folder will also be displayed. |