Document Management

Company Documents

Company documents could be contracts, tax forms, etc. 

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Contact Documents

Contact documents could be a resume, emails not related to a project, etc. 

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Project Documents

Project documents is every document related to a project such as Drawings, emails,  customer and vendor quotes, correspondence, pictures, etc. 

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My Company Documents

My company documents is basically your file server built into e-manage. 

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Temp Docs

Temp Docs is a place you can store, edit and share documents with other e-manage users before attaching them to a Top Level Record or to My Company Documents. 

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See here for additional information in our Help Guide in regards to Documents and Document Management.