Document Types

Please click on the image below to access the Document Types Training Guide.

• Related Articles

• Connect - Admin - Dropdown Types

  This article is part of the Connect section. Find all related articles here: Connect In the Admin menu, go to the Customisable Types submenu to add and manage case, document, meeting and SLA types. Click on a type under Customisable Types (e.g. Case ...

• Adding a Document Type to Warranties and Maintenance Document Uploads

  Please click on the image below to access the Helpsheet for Adding a Document Type to Warranties and Maintenance Document Uploads.

• Email Types Keyword Lists

  Please click on the image below to access the Helpsheet for Email Types Keyword Lists.

• Document Templates

  Please click on the image below to access the Document Templates Training Guide.

• Developments - Inspections Tab - Sharing Inspections on the Web Portal

  This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Sharing Inspections on the Web Portal If you use the Web Portal and the Documents tab within it, you can share inspections with your clients. To ...