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files [2023/11/25 15:30] – mention client portal doc visibility wrongechofiles [2024/08/29 20:13] (current) – external edit 127.0.0.1
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-Documents is where you can enter textual documentation of your client. +ITFlow allows you to upload files (e.g. PDFs, images, etc)
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-The information you can enter in each document is as follows: +
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-  * 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 +
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-After creating a Document, you are able to associate Files, Contacts, Assets, Licenses and Vendors to that Document. +
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-Primary & technical client contacts are able to see all documents in the Client Portal.+