Use Documents to store and manage files in Boomerang.
Supported file types include PDF, DOC/DOCX, and XLS/XLSX.
Documents can be stored in two places:
Categories: shared folders created by administrators.
Object documents: documents attached to a specific object.
Administrators can create and manage document categories.
Click Documents in the navigation pane.
Categories have a folder icon and an Upload Document button. In the example above, Reports is a category.
Reports
Object documents are grouped under the object icon and object name (for example, S1D1O1).
S1D1O1
Upload object documents from the object Documents tab.
Upload to a category or general document list: Upload document
Create a new category (admins only): Create category
If you do not see Create category, you likely do not have sufficient rights for the selected scope.
Last updated 4 months ago
