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documents [2025/05/22 20:55] – remove spaces ichabotdocuments [2025/05/23 20:04] (current) – old revision restored (2024/08/29 20:13) ichabot
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-====== Documents ======+Documents is where you can enter textual documentation of your client.
  
-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:+The information you can enter in each document is as follows:
  
-{{:adminuserpanel.png?250|}}+  * 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
  
-Here's what you can include in each document:+After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document.
  
-  * **Name**: The title of the document (e.g., "Patch Panel Layout"). +Primary & technical client contacts are able to see all documents in the Client Portal.
-  * **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. +
- +
-{{:documents_overview.png?400|}} +
- +
-After creating a document, you can associate it with Files, Contacts, Assets, Licenses, and Vendors. +
- +
-**Note**: Primary and technical client contacts can view all documents in the Client Portal.+