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| files [2024/08/29 20:13] – external edit 127.0.0.1 | files [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) | + | ITFlow allows you to upload files (e.g. PDFs, images, etc), you can also organize them into files. |
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| + | === Documents === | ||
| + | (consolidated in Files since [[https:// | ||
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| + | 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: | ||
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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. | ||