User_Workflow Task - DocMan tab

Owned by Former user (Deleted)
Last updated: Oct 04, 2021 by Richard Kennedy (Unlicensed)
1 min read

Use the DocMan tab to view, import, export, update and delete documents, pictures and spreadsheets related to the community member.
Also see Using document management in the Introduction manual.

 Opening the DocMan tab

To open the DocMan tab:

  1. Select Window > Show Task List from the main menu.

    The Task List window is displayed.
  2. Click .
    The Description tab of the User Task window is displayed.
  3. Click the DocMan tab.
    The DocMan tab is displayed.

User/Workflow Task - DocMan tab key fields and buttons
See the Community Maintenance - DocMan tab in the Community manual for details on the fields and buttons of this tab.