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Page Revision: Thu, 28 Jun 2012 15:13
General Description
Document Vault: The Document Vault is used in Adjutant to store and attach specific documents to a corresponding item/screen. Examples include contracts, receipts, proposals, etc.
Default Menu Location: Document Vault is a jump screen from various screens such as:Organizations, Contacts, Invoices, etc.
Inserting Documents Into Document Vault
1. From the preferred screen, open up the Document Vault by clicking the Document Vault button:
- Once user is in the Document Vault screen (as shown above) files can be dragged from desktop/drive into the area above the "Drop File Here" box.
- Files can be viewed, organized, and analyzed using the various buttons on the bottom of the screen.
2. The second method of inserting documents into the Document Vault is by using the email tagging function (functionality is further explained in the document attached below).
Document Management Tutorial
