The Document Manager in SapphireOne allows users to centralise document storage, making it easier to organise, manage, and access various document types. This functionality is essential for maintaining an organised repository of documents related to transactions and master tables, thereby improving efficiency and accessibility. The steps are as follows:
- Navigate to Workbook > General > Document Manager.
- Click on the Add button to create a new document entry.
- Filling Out the Form
- Title: Enter a descriptive title for the document.
- Description: Provide a brief description of the document.
- Tags: Add relevant tags to facilitate easy searching and categorisation.
- File Upload: Drag and drop the document file (PDF, spreadsheet, photo, etc.) into the designated area or use the Browse button to select the file from your local computer.
- Record ID: Ensure that the corresponding record has an assigned ID before attaching the document.
- Once all necessary information is entered, click the Save button to store the document entry.
- Viewing and Modifying Document Entries – To view or modify an existing document entry, select it from the list and click on the Open or Update button as required.
- Linking Documents – Use the Link Document button to link the selected document to other transactions or records. A popup will appear for user selection.
- Deleting Document Entries – To delete a document entry, select it from the list and click on the Delete button.
For more detailed information, please refer to the Workbook > General > Document Manager article.