Documents Integration in Dash SaaS

Settings Configuration

• Navigate to Settings and then Documents Settings to configure the system. Enter the Documents Prefix that will be used for generating document numbers automatically.
• This prefix helps maintain consistent document numbering across your organization. Click “Save” to apply the configuration.

Manage Document Type

• To create a new document type, click the “Create” button on the document type page. Enter the name for the document type that will be used to categorize your documents. Click “Create” to save the new document type.
• The list page displays all document types in a table with the Document Type name column. You can perform actions like Edit to modify existing document types or Delete to remove document types that are no longer needed.

Manage Documents

• To create a new document, click the “Create” button at the top of the documents page. Fill in the subject field with a clear document title.
• Choose the document type that best categorizes your document. Optionally, assign a user who will be responsible for this document. Add any relevant notes in the notes field if needed. Check the Private Documents checkbox if you want to restrict access to this document. After filling in all required information, click “Create” to save the document.
• The list page shows all documents in a table with columns for Document number, Subject, User, Type, Status, and Scope. Available actions include Duplicate to create a copy, Show to view details, Edit to modify information, and Delete to remove documents.

• When clicking Show, you will see the document details page with several options. Use the Duplicate button to create a copy of the document with options to include or exclude notes and comments.
• When duplicating documents, you can choose which elements to copy by checking the Notes Duplicate and Comments Duplicate checkboxes. This allows you to create document copies with or without the original collaborative content.
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• Document scope determines visibility – Private documents can be assigned to multiple users and are visible only to the assigned users, while Public documents are visible to all Staff users, even if no specific staff is assigned, as long as the document is Active.
• Note that when duplicating documents, attachments cannot be converted to the new document and must be uploaded separately.
• Click Download to get a PDF version of the document. Use Preview to view the document before downloading. The Status Drop Down allows you to change the document status as needed.
• The document details page displays cards showing counts for Attachments, Comments, and Notes, along with Document Details including Subject, Type, Scope, User information.
• You can update Document Notes, Document Description, and Additional Description in the form section and click “Save” to update the information.
• In the Attachments section, upload files by selecting them from your computer. View the list of uploaded attachments with file path and size information. Use Preview to view files, Download to save files locally, or Delete to remove attachments.
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• The Comments section provides a textarea where you can type comments and click “Send” to post them. View all comments with user profiles, comment text, timestamps, and usernames. Comments marked as “edited” show modification history. Use Edit to modify your comments or Delete to remove them.
• In the Notes section, write notes in the textarea and click “Send” to add them. See all notes with user profiles, note content, timestamps, and usernames. Notes show “edited” status when modified. Use Edit to update notes or Delete to remove them.