The ‘Document Centre’ is a place to store your Documents
within Decorus so that everyone using the system has access to them. You can
store items such as photos of properties, Statements and Microsoft Office
documents.
To access the ‘Document Centre’ click this icon at the top of the
screen.
This will bring up the ‘Document Centre’ window. On the left
of the window you have the filters, by ticking the boxes you want to filter
down to - only the documents from those categories will be shown on the right.
To add a document, click ‘Attach’.
This opens up the ‘Document Attach’ screen. From here you
can write a brief description and any notes that you have about the document.
Then select the ‘Media Type’, this will control which filter
the document is put into (Document, PDF, Photo etc.).
Now you need to attach a file or scan a document onto the
system.
To ‘Attach File’ click at the top of the
screen.
Then browse your documents until you find the one that you
wish to attach. Select the document then click ‘OK’
To scan a document, click ‘Scan Document’ at the top of the
screen.
On the next screen you need to first check that your scanner
is selected. To do this click on source and select your scanner from the
available devices. Once the scanner is connected then position the document and
click ‘Scan Document’.
Once you have scanned the document click Save.
Once you have your document attached or scanned and all the
information entered into the ‘Document Attach’,
Click ‘Save’.
The
Document will now appear in the list.
Once the document has been added you can ‘Edit’, ‘Delete’
and ‘View’ by left clicking on the document to select it.