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FileDirector workflow step
Setting Up The Workflow Step The video above explains all of this article as well. There is a workflow step to archive documents in FileDirector. File Director is a world-class document management system. To use this step you will need an on-premise ...
Troubleshooting Users
These are the typical user issues Problem Response The user cannot login but they are a registered user The user account has been created but the user hasnt been assigned to a Divison or provided with a role. Check their assignment, role and ...
Mobile App Overview
Overview The mobile app is available on the two app stores with three main features: Approvals of Orders & Invoices with Coding Full Order Creation Quick Order Creation GRN / Receipting of Orders Create an Invoice The full order is an exact ...
Adding Users & Setting Permissions
Adding & Managing Users Your license with Zahara is for named users. This means if you need to register a new user, you need to make sure your license count will allow for a new user. If you are taking a trial, the you have unlimited users for the ...
FileDirector web edition
The video below explains how the Web edition works. The important URL for accessing the web edition is: https://cloud.filedirector.co.uk/web