In Creatio , the Documents section is designed to manage documentation. You can use this section to register regulations, minutes of meetings and correspondence. In Creatio, you can also store external document files, for example, files received from customers.
Views
The section has several views:
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– documents list. It displays documents as list of records. All list columns are described below in the context of the document page. -
– document analytics. It displays charts, indicators and ratings that can be used for analyzing documents.
Filters
The following quick filters are available in the section:
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By date (the [Date] field of the document page);
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By owner (the [Owner] field of the document page).
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