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documents [2025/05/22 20:55] – overhauling whole document ichabotdocuments [2026/06/29 20:15] (current) – Move documents to Files 184.145.143.180
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-====== Documents ====== +This feature has been consolidated automatically into [[files|Files]] since [[https://github.com/itflow-org/itflow/releases/tag/v25.12|25.12]].
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-The Documents section allows you to enter and manage textual documentation for your clients. Documents can be created using templates, which are available for setup in the Administration Panel: +
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-{{:adminuserpanel.png?250|}} +
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-Here's what you can include in each document: +
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-  * **Name**: The title of the document (e.g., "Patch Panel Layout"). +
-  * **Text Box**: Enter the document content here. Various formatting options are available, including: +
-    * Headings +
-    * Bold and Italic text +
-    * Font Colors +
-    * Bullet Points +
-    * Alignment +
-    * Tables +
-  * **Folder**: Organize your documents by creating folders. +
-  * **Description**: Provide a brief summary (e.g., a paragraph) of the document's contents. +
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-{{:documents_overview.png?400|}} +
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-After creating a document, you can associate it with Files, Contacts, Assets, Licenses, and Vendors. +
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-**Note**: Primary and technical client contacts can view all documents in the Client Portal. +
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