Document Storage
The video includes: Tagging documents with dates, types and sub-types. Searching for a document with text or date filters. Naming documents Document Me...
Mon, 28 Jul, 2025 at 8:53 AM
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 financ...
Wed, 1 May, 2024 at 1:21 PM
When documents are attached anywhere in Lodgeit, the system appends the documents with important metadata or information about the document. In some cases t...
Tue, 29 Sep, 2026 at 12:17 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:42 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:43 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:41 PM
Learn more here- https://help.lodgeit.net.au/support/solutions/articles/60000609282-document-storage-overview
Mon, 29 Apr, 2024 at 12:46 PM
Once a document is saved with the appropriate credentials, it is easy to search. Locate via this "search bar" Document details are provided,...
Wed, 1 May, 2024 at 11:08 AM
Go to "Files" section and then click the trashbin icon to remove/delete the file. Please note this will only temporary delete the file in the docu...
Tue, 1 Apr, 2025 at 8:10 AM