Adding a dossier
You can create a clear hierarchical folder structure to store and retrieve documents.
Procedure
1. Go to the Components > Dossiers step.
2. On the action panel, click Add.
Complete the relevant fields in the data section. For a description of these fields, refer to
Dossier fields.
3. Click Save. The dossier is created.
When the document is added to the dossier, on the action panel, click Activated to indicate that the dossier is complete.
To Archive/Retrieve from archive, click the appropriate action on the action panel.