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Documentation ColumnAccessing the Documentation Tab

Accessing the Documentation Tab

You can access documentation from the board or from within any booking.

From the Workspace column

  • When a booking card is in the Documentation column, click on it to open the detail view.
  • The Documentation tab will be one of the available tabs (alongside Manifest, Invoice & Receipt, and Activity History).

From any booking stage

  • Click on any booking card from any column.
  • In the detail view, select the Documentation tab from the tab menu:
    Manifest | Invoice & Receipt | Documentation | Activity History.
  • This allows you to manage documents at any point in the workflow, not only when the card is in the Documentation column.
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