Installation Company ERP / CRM


How to Add Document Tags

To add a Document Type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task.

  1. Head to the Main Menu.
  2. At the bottom of the list click ‘Admin’, click ‘Manage Document Tags’.
  3. Press the button on the top left-hand side corner ‘+ Add New’.
  4. Type in the Name, for example Measurements.
  5. Once finished click update on the right-hand side.
  6. If you refresh the page and head to the Lead/Contract page and go to add Documents this type will now be included as a selection.

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