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documents [2025/05/22 21:13] – added template picture 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?200|}}+  * 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
  
-{{:templates.png?150|}}+After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document.
  
-Here's what you can include in each document: +Primary & technical client contacts are able to see all documents in the Client Portal.
- +
-  * **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. +
- +
-{{:documents_overview.png?400|}} +
- +
-After creating a document, you can associate it with Files, Contacts, Assets, Licenses, and Vendors. Additionally, documents can be forwarded to external contacts with an automatic expiration date and can even be set to automatically delete after being read. Printing documents or exporting them as PDFs is also possible. A robust versioning system is available for all documents, allowing you to access previous versions of the document. The documents can be set as visible or invisible for the Client Portal: +
- +
-{{:document_sidepanel.png?150|}} +
- +
-**Note**: Primary and technical client contacts can view all documents in the Client Portal.+