Documents
The Document section in Acting Office is meticulously designed to offer a centralised storage solution for all essential and important documents, ensuring quick and easy access for users. This feature streamlines the document management process, allowing users to attach and retrieve documents efficiently at any stage of their workflow. All the documents can be downloaded for future references too.
Automatic saving
Documents are automatically saved under appropriate categories when users input information or attach documents during any operation stage. Any KYC (Know Your Customer) documents are automatically saved in the KYC Documents folder.
Different sections of documents tab are now elaborated -
Home
A. Creating folders, bookmarks and note
Click on ‘Create’ and select ‘New Folder’. Name the folder to match specific sections, projects, or categories.
To create bookmarks click on the ‘Create’ option and select ‘Link’ to generate bookmarks with attached links for future reference.
To record important notes related to specific documents or workflows select ‘Note’ and 'Save' crucial documents within the note for easy access and documentation.
B. Manual upload
To upload a document manually, click on the 'Upload' button and select the documents to upload.
C. Search
Use the search bar to swiftly find specific documents by entering keywords related to the required document.
'Home' section
Unallocated
Access the documents that are not yet organised under the unallocated section. Utilise the three-dot icon to move documents to appropriate folders by selecting the ‘Move’ option.
Rename folders if necessary for clarity.
Add comments to documents for future reference using the comment feature.
'Unallocated' section
Bookmark
To add bookmarks click ‘+Bookmark’ and attach relevant links and include comments for future reference.
View all bookmarks in a dedicated tab, showing description, type, update date, and user details.
Edit or delete bookmarks with a single click.
Apply filters to sort and organise bookmarks.
'Bookmark' section
Important
Mark essential files as starred for quick access and access all starred items in the ‘Important’ tab.
Link starred documents to specific tags for better organisation.
Download starred documents for offline access.
Move or copy starred documents to other folders.
Use search functionality to locate starred documents.
'Important' section
Tags
View all tagged documents with descriptions, categories, updated timestamps, and user details.
Edit tags by clicking the 'pencil' icon.
Add new tags using the 'add' icon.
Refresh the list with the 'refresh' button.
Use search and filter icons to locate and organise tagged documents.
'Tags' section
Trash
Access deleted items in the centralised repository.
View details such as the date and time of deletion and the user who performed the deletion.
Restore documents to their original location or permanently delete them.
Use the search feature to locate specific deleted documents.
'Trash' section
Recent
View document access information, including the date, time, and user who accessed the document.
Download documents directly using the 'download' option.
Use the three-dot icon for additional actions such as 'Mark as Important', 'Tags', and 'Comments'.
'Recent' section
Hope this is helpful.
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