Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Documents can be added directly from the module transaction (i.e Contracts) or from the Document Manager menu.

Pre-requisites:

  1. Create the Folders for where the documents to will be stored. How to Create and Duplicate a Document Source
  2. Optional - Add Document Types to the Folders 

...