Documents

DOCUMENTS

Documents Menu Overview

The Documents menu provides users with quick access to key document-related functions in the system. It includes the following options:

List documents
Opens a page displaying all existing documents in the system. This is useful for browsing, reviewing, or selecting from previously created documents.

New Document
Initiates the creation of a new document. Selecting this option will open a form or interface where users can input details and content for a new document.

Search document
Allows users to search for specific documents by criteria such as name, ID, or other metadata. Ideal for quickly locating a document without scrolling through the full list.