Document Management

This is how to use the Document section of Virtus Flow. It's quick, easy to use, and secure.

To upload a document you will choose the customer, project, and type of document it is. If the project is not existing, you can add by clicking the +. Then you will drag and drop your document into the box in the corner.

Then you can add more information.

• This includes a description,
• Status (you can change this as things are being worked on)
• An expiration date (great for documents only valid for a certain amount of time, or ones that change frequently)
• Tags (for organization and reference purposes)
• A text box to add notes or additional information
• A place to add attachments

You can also send the Document, add links, see who created it and view a backlog. There are also options to print, favorite, mention a colleague, and link with other projects, etc.

One of the most important features though, is the Security Management. This allows you to specify which departments, roles, and even specific users, can view this information.

NOTE: Automatically, Admin's are able to view everything, but that can be changed when specified in the Security Management section.

 

To view a step-by-step of this process, please view the following video: