Company document
A certificate, policy, power of attorney or license with the validity at the center: status, notice to the person in charge and the file versions.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Tabs
Versions
Available actions
ArchiveUnarchive
Start here
Validity at the core
Give the title, category and validity (required), and say how many days ahead to alert and who is responsible. The status comes from the validity; Archive takes the document out of use without deleting it. On the Versions tab, each file sent is a new version — the previous one stays available to download.
How to
Save, browse and undo
Save stores without leaving the form (Ctrl+S); Save and close returns to the list; the header arrows move from one record to the next. Delete sends the record to the list’s trash, from where Undo brings it back.
Standard list and form
The screen became the standard list: search, filters, saved views, columns, export and trash with Undo. Click the record (or New) to open the form, with the detail tabs when there are any.
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