Functionality reserved for the document manager administrator |
How to customise the company or user archive tree of an accounting firm?
To customise the company or user archive tree :
- Click on the "Settings" icon
- Click on "Company archive management" to update the company tree
- Click on "User archive management" to update the user tree
How do I search for an item in the archive tree?
It is possible to search for a folder or a document type:
- Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)
- Click on "Filter".
- Enter the name of the file or the type of document
It is also possible to search for a "slug":
- Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)
- Click on "Filter".
- Click on "Filter By"
- Select "Slug".
- Enter the name of the slug
The structure of the tree structure is preserved during the search.
If you search for a folder, the subfolders and document types belonging to that folder will also be displayed.
The structure of the archive tree is preserved during the search. If you search for a folder, the subfolders and document types belonging to that folder will also be displayed. |
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