Document Management
Upload and manage documents, maintain categories and tags, and assign access permissions.
By Benny and 2 others3 authors6 articles
- Feature Overview – Document ManagementAn overview of all features of the Document Management module in ZEP.
- Basic Settings – Document ManagementConfigure whether users may add their own tags and whether customer documents appear on projects.
- Master Data – Document ManagementManage document categories, tags, and status values for classifying your documents.
- Managing DocumentsLearn how to upload documents, create folders, maintain versions, and edit documents.
- Document SearchLearn how to search documents by full-text, area, time range, and tags.
- Permissions for DocumentsLearn which roles see which document areas and how read and write permissions per folder are assigned.