Each document uploaded into Zudello is stored securely along with its audit history and any comments made against it.
Documents can be searched, filtered, reviewed, and exported at any time. The following options are available in the Customer and Supplier sections:
|
Contacts Filter documents to a specific contact. |
|
Team members Filter documents by the assigned user. |
|
Document views Control the layout of your documents, choose between a list view, swim lanes or calendar view. |
|
Search and filter Search the document with free text or apply a filter to a specific field using the filter button. |
|
Status Filter documents by status, by default the completed and rejected statuses, are hidden. |
|
Sorting Sort documents via date issued, date due or the date uploaded. |
|
User access A user access to documents can be adjusted to limit access to read-only, their own documents, or those of a particular location. |