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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