Watch a training video on this here

The Document Management module (v7.1+) is an area for storing important document schedule information about your vendors, clients, staff and internal departments. Those document schedules dictate the frequency and type of documentation needed, and can include things like insurance documentation, tax forms and also contracts. This ensures that you keep on top of any necessary due diligence, and helps you significantly reduce your risk exposure.

These features are accessible in an area called "Document Management", which you can access from the hamburger menu (left side of the tab list). You must be a Document Manager user to access this functionality. Make sure the user has the "Document Manager" setting as YES. They will then see the "Document Management" entry in the hamburger list.

• A list of document groups/schedules, these are templates - each of which contains a list of required document for a specific type of vendor, client, staff, or internal department - along with a schedule for when those documents are required.
• Secondly, there's a list of actual vendors, clients and internal departments - each of which can be linked to a document defined group. 
  • Users are linked to a specific Staff Type by going to the User, editing their user record and selecting "Staff Type" in there. Documents will be stored in the Documents area under the staff.