Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Documents] section

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:

  • btn_com_list_view.png– documents list. It displays documents as list of records. All list columns are described below in the context of the document page.

  • btn_com_analytics.png– 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:

  • By date (the [Date] field of the document page);

  • By owner (the [Owner] field of the document page).

Next

Document page

The [General information] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

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