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| documents [2023/11/25 15:33] – created wrongecho | documents [2026/06/29 20:15] (current) – Move documents to Files 184.145.143.180 | ||
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| - | Documents is where you can enter textual documentation of your client. | + | This feature has been consolidated automatically into [[files|Files]] since [[https://github.com/itflow-org/ |
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| - | The information you can enter in each document is as follows: | + | |
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| - | * Name - This is the name of the document (ie. Patch panel layout) | + | |
| - | * Text box - You can enter the document data within. There are various formatting options such as Heading, Bold, Italic, Font Colours, Bulleting, Alignment and Tables | + | |
| - | * Folder - You can create folders to organize your Documents within | + | |
| - | * Description - You can put a short summary (ie. 1 paragraph) of what the document contains within | + | |
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| - | After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document. | + | |
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| - | Primary & technical client contacts are able to see all documents in the Client Portal. | + | |