Documents

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:

Here's what you can include in each document:

• 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.

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.