Document Manager


It is also possible to add documents directly to locations or their corresponding records directly within the Data Entry interface.

Press the View All option to view all of the documents currently associated with the current project.

Press the View Selected option to view the documents currently stored against the selected record.

Note: Any record that has a document associated to it will have the following symbol in the farthest left column:

Press the Upload option to browse through to a file to upload to the database and associate it to the record.

Note: Further information on Document Management can be found under the Document Management section of this guide.

Switching Between Data Entry Profiles – Pressing the Switch Profile Button allows you to easily navigate between all the set up Data Entry.

Profiles configured to that project.

After selecting a different profile click Open to confirm and enter. Once inside you can continue to work in the same manner as you did on the previous profile.