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Account Module

The Account module is a key part of the system that enables the management of accounts and their contact information.

Important: The available configuration options for the Account module depend on the configuration for your organization. Accounts can be integrated into the document management system (DMS) from a process system (ERP) or from elsewhere.

Manually Adding an Account​

To add a new account to the system, follow the steps below:

  1. On the main page, select the Add option.
  2. Enter the account details. The long name field is required.
  3. Click Save to add the account to the system.

Account Overview​

To view the details of an account, including its contacts and contracts, follow these steps:

  1. In the list of accounts, click the account you want to view.
  2. Tabs will be displayed that let you view different information:
    • Account: Information about the account.
    • Contacts: A list of contact persons associated with the account.
    • Contracts: A list of contracts concluded with the account.

Manually Editing or Deleting an Account​

Account information can be changed in edit mode by clicking Edit, then Save or Cancel. An account can also be deleted from the account list by clicking Delete.