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 2 parts:
1. Core Document - Document which you received from your customer
2. Taskboard - You can also create new folders and upload documents.
Task related documents will be organized based on the FY worked. I.e. 2020-21,2021-22 etc.
After selecting the FY select the task/workcategory
Here, you can download files, after selecting 1 or multiple documents.