How to manage documents and attachments

How to upload a document with your phone

In this article, you will learn how to upload a document or attachment via your mobile phone. ...read more

Where can you attach files

You can add any attachments to any item, task, request, or minutes. You can attach any file (e.g. Document, picture) ... ...read more

How to create folders for Attachments

You can sort attachments into folders. Folders can be set to restrict access to certain roles. ...read more

What is the difference between a valid and an effective document?

The difference between a valid document and an effective document is when people or processes have to follow it. ...read more

What are controlled documents

Controlled documents means that documents are subject to a document life cycle, the fixed document protocol. ...read more

How to upload an attachment or add a link

You can add any attachment or link to any item. ...read more