Document Repository:
Document repository gives you access of all the document(s) of clients. Be it a core document or task related document you can find everything here on the basis of client selection.
To view this page go to main menu Utilities ---> Document Repository
Document Repository divided in to 3 parts:
1. CORE DOCUMENTS- The basic core documents like agreements,certificates can be saved here.
2. TASKBOARD - Task related documents will be organized based on the FY worked. I.e. 2020-21,2021-22 etc.
3.SELF- CREATED FOLDERS
You can also create folders and name them to save your working papers.