Document Management
In this collection, you will find all the content for the use of the additional module "Document Management".
By Gideon and 2 others3 authors6 articles
Feature Overview – Document ManagementAn overview of all functions 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.