When documents are attached anywhere in LodgeiT, the system appends the documents with important metadata or information about the document. In some cases the metadata is created & appended automatically. This is the case where documents are attached directly to specific LodgeiT Calculator components. In these cases it is unnecessary to manually add information about the document.
In this article:
File Type
Unrelated (Pdf, Excel, Word) These are any files or documents that are not specified by any other File Type (Accounting File or XML) and that are unrelated to a specific LodgeiT Calculator.
File to upload
Where documents are added manually into document storage, then it is necessary to be particular about adding accurate details.
Display name
Can be manually typed-in, if blank, the system will us the document subject of the uploaded file.
Document Type
For Unrelated Documents, Select a Type,
Sub Type
Period
allows the document to have an association with either a point in time i.e. a date when a legal document is signed or a fromTo duration i.e. a financial report that runs from 1 July to 30 June. Learn more here
