How to maintain Customer Document Repository?

Document repository gives you access of all the document(s) of clients. Be it a core document or task related document you can find everything here on the basis of client selection. 

To view this page go to main menu Utilities ---> Document Repository

Document Repository divided in to 3 parts:

Effortless Documentation: Uploading Customer's Core and Task Documents in ERPCA


1. CORE DOCUMENTS-
The basic core documents like agreements, certificates can be saved here.

2. TASKBOARD - Task related documents will be organized based on the FY worked. I.e. 2020-21,2021-22 etc.

3.SELF- CREATED FOLDERS