Document is a place where Officio stores document generated from the application. Users can download the document for their clients to sign or to further amend it using Word application on their computer.
Functions available on Minute Book;
1) Create Folder
2) Move document
3) Edit Folder
4) Edit Document
5) Send Document via Email
6) Send Document via Whatsapp
7) Mark Document as Signed Document
8) Delete Document
9) Generate Document
10) Circulate Financial Statement (FS)
IMPORTANT REMINDER
A. Users must first select the document in order to activate the Action button.
B. Users must first click on the folder in order to edit the folder.
CAUTIONS
A. Send Document via Whatsapp only works if the mobile number of the person is saved in People module.
B. Send Document via Email only works if the email address of the person is saved in People module.
GENERATE DOCUMENT
Generate document function is to help users to access pre-configured template documents on Officio. It is also a window for users to access their document templates as well, be it Resolution or Letter.
Click on Generate button to gain access to the said document.
