Document relation management

in Tips & Tricks

In case of related documents (such as contract, certificate of completion, invoices) it is recommended to use the Associated documents function and set the associated documents. It is possible to add previously uploaded related documents on the document datasheet at the Associated documents section...

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Reinterpret projects

in Tips & Tricks

In DocuBank you have the possibility to link your documents to projects. Not only do projects stand as a field for organization, but also they mean much more. A project itself can have multiple information alone: Project name Category Type Status Start date End date Related company Respon..

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Organize your documents by metadata instead of folders

in Tips & Tricks

Files previously stored in folders can be organized in DocuBank by several metadata. Examples: Document category Document type Registry Project Categories, types and registries to be used in DocuBank can be edited in Core data management. Projects can be created and managed on the Enter pr..

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Company related documents

in Tips & Tricks

Partners and clients of our company can be recorded in the partner management module of DocuBank. In case we would like to assign a document to a company, it is possible to do so by selecting the previously recorded company in the Associate company field on the Document datasheet...

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