Functionality reserved for the document manager administrator

How to customise the company or user archive tree of an accounting firm?

To customise the company or user archive tree : 

• Click on the "Settings" icon

• Click on "Company archive management" to update the company tree
• Click on "User archive management" to update the user tree

How do I search for an item in the archive tree?

It is possible to search for a folder or a document type:

• Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)

• Click on "Filter".
• Enter the name of the file or the type of document

It is also possible to search for a "slug":

• Click on which is displayed over the column headers (Name, employee business profiles, customer business profiles)
• Click on "Filter".
• Click on "Filter By"
• Select "Slug".
• Enter the name of the slug

The structure of the tree structure is preserved during the search.

If you search for a folder, the subfolders and document types belonging to that folder will also be displayed.