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files [2026/06/29 20:15] – Edit to consolidate Documents 184.145.143.180files [2026/06/29 20:17] (current) – [Documents (since [[https://github.com/itflow-org/itflow/releases/tag/v25.12|25.12]]] 184.145.143.180
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 ITFlow allows you to upload files (e.g. PDFs, images, etc), you can also organize them into files. ITFlow allows you to upload files (e.g. PDFs, images, etc), you can also organize them into files.
  
-====== Documents (since [[https://github.com/itflow-org/itflow/releases/tag/v25.12|25.12]] ====== +=== Documents === 
 +(consolidated in Files since [[https://github.com/itflow-org/itflow/releases/tag/v25.12|25.12]])
  
 Documents is where you can enter textual documentation of your client. Documents is where you can enter textual documentation of your client.
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 The information you can enter in each document is as follows: The information you can enter in each document is as follows:
  
-    Name - This is the name of the document (ie. Patch panel layout) +  * 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 +  * 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 +  * 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+  * Description - You can put a short summary (ie. 1 paragraph) of what the document contains within
  
 After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document. After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document.
  
 Primary & technical client contacts are able to see all documents in the Client Portal.  Primary & technical client contacts are able to see all documents in the Client Portal.