Support Centre - Document Category.

Swift Cloud ERP >> Documents >> Documents

This page enables you to create,edit and delete all documents categories. To create a document category, click on document and go to create new then type the new category and save.

Document groups: this allows you to create different groups for documents and also include descriptions to the document.

Documents in Group's: this allows you to search for documents that are in groups. 

Documents Dashboard: the dashboard shows you all documents categories, documents in groups and the location of the document.

Document Locations: this allows you to create various locations for documents.

Before creating a Document, make sure you create the category to which that Document belongs.

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Swift Cloud ERP >> Documents >> Documents