What are office documents

What are office documents

The Documents tab provides a central location to store and manage all office-related files. This may include contracts and agreements, insurance policies, office floor plans, or any other important documentation. Files can be uploaded directly from your desktop or imported from connected cloud storage applications. Once uploaded, documents can be edited, deactivated, or shared with colleagues and external participants, ensuring that the right people always have access to the right information.

To view all documents for a specific office, open the Offices module and select the office of your choice. Then click the Documents tab in the header. Documents are displayed in a grid with four columns: Date, File, Title, and Last Change, giving you a clear overview of each item at a glance.

You can search for a document in three different ways: 

• Manually – Select the relevant document from the list.
• Using filters – Use filters to help narrow down your search. Filter documents by the states of active, inactive, or both.
• Grouping – Group documents by Tag, Year or Month of Year.

How to customize the view

Click the … icon in the top left corner of the screen to adjust how documents are displayed. You can change the view to organize documents by tags, year, or month, depending on what works best for your workflow.