# Document Management Search

<span style="color: rgb(45, 194, 107);">**System Configuration&gt;Reports&gt;Document Management**</span>

<table border="1" id="bkmrk-search-add-edit-dele" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.8396%;"></col><col style="width: 82.284%;"></col></colgroup><tbody><tr><td>**Search**</td><td>  
</td></tr><tr><td>**Add**</td><td>  
</td></tr><tr><td>**Edit**</td><td>  
</td></tr><tr><td>**Delete**</td><td>  
</td></tr><tr><td>**Print Grid**</td><td> </td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/GRIimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/GRIimage.png)

<table border="1" id="bkmrk-doc-no%3A-description-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 13.7655%;"></col><col style="width: 86.3581%;"></col></colgroup><tbody><tr><td>**Doc No:**  
</td><td>  
</td></tr><tr><td>**Description**</td><td>  
</td></tr><tr><td>**Module**</td><td>  
</td></tr><tr><td>**Year**</td><td>  
</td></tr><tr><td>**Reference**</td><td>  
</td></tr><tr><td>**Month**</td><td> </td></tr></tbody></table>

---


### Adding or Editing Document Management

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/W8Himage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/W8Himage.png)

<table border="1" id="bkmrk-attachments-%C2%A0-memo-c" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 31.4198%;"></col><col style="width: 68.7038%;"></col></colgroup><tbody><tr><td>**Attachments**</td><td> </td></tr><tr><td>**Memo**</td><td>  
</td></tr><tr><td>**Create Reminder**</td><td>  
</td></tr><tr><td>**View Attachments**</td><td>  
</td></tr><tr><td>**Doc No**</td><td>  
</td></tr><tr><td>**Description**</td><td>  
</td></tr><tr><td>**Reference**</td><td>  
</td></tr><tr><td>**Year**</td><td>  
</td></tr><tr><td>**Month**</td><td>  
</td></tr><tr><td>**Module**</td><td>  
</td></tr><tr><td>**Name**</td><td>  
</td></tr><tr><td>**User Created / Date and Time**</td><td>  
</td></tr><tr><td>**Last Updated By / Date and Time**</td><td>  
</td></tr><tr><td>**Notes**</td><td>  
</td></tr></tbody></table>

---

### Create Reminder

This screen is where you **set up and manage a reminder**.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/NsGimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/NsGimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/yhAimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/yhAimage.png)

<table border="1" id="bkmrk-reminder-no-%C2%A0-custom" style="border-collapse: collapse; width: 100%; height: 567.691px;"><colgroup><col style="width: 18.2963%;"></col><col style="width: 81.7037%;"></col></colgroup><tbody><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reminder No**</td><td style="height: 29.8785px;"><div>A unique reference number generated by the system for this reminder. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Customer**</td><td style="height: 29.8785px;"><div>Link the reminder to a customer. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Date Created**</td><td style="height: 29.8785px;">Automatically populated **once the reminder is saved**, showing when the reminder was created.

</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reminder Type**</td><td style="height: 29.8785px;"><div>Automatically links the reminder to the job (e.g. *Reminder for Job – JOB5312*). </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reminder To**</td><td style="height: 29.8785px;"><div>Choose who the reminder is assigned to. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Restrict View Tick**</td><td style="height: 29.8785px;"><div>Limits visibility to certain users. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reminder From**</td><td style="height: 29.8785px;"><div>The user or team creating the reminder. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Interaction Type**</td><td style="height: 29.8785px;">This field is used to **categorise the type of reminder or follow-up** so it can be tracked and filtered more easily.

You can select from the following options:

<div>- **Clients** – General client-related follow-ups
- **Email** – When the reminder relates to sending or responding to an email
- **General** – For standard or uncategorised tasks
- **Leads** – Follow-ups related to new business or opportunities
- **Meeting** – Reminders for scheduled meetings
- **Sales** – Sales-related tasks or follow-ups
- **Telephone Calls** – When a call needs to be made
- **URGENT** – High-priority items that require immediate attention

</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Job No. Link**</td><td style="height: 29.8785px;"><div>The job the reminder is attached to. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reference**</td><td style="height: 29.8785px;"><div>Add a short title/subject. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Description**</td><td style="height: 29.8785px;">Enter details about what needs to be done.

</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Complete Tick**</td><td style="height: 29.8785px;">Tick once the task is finished.

</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Reminder Date**</td><td style="height: 29.8785px;">Select Date you wish to be reminded on</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Add Recipients**</td><td style="height: 29.8785px;"><div>Optional – add additional people to receive it. </div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Message Choice**</td><td style="height: 29.8785px;">Choose how the reminder is sent:

<div>- Normal (system alert)
- SMS
- Email

</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Contact Person**</td><td style="height: 29.8785px;"><div>Populate the **Contact Person**</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Cell No**</td><td style="height: 29.8785px;"><div>Display or allow entry of the **Cell Number**</div></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Email**</td><td style="height: 29.8785px;">Display or allow entry of the **Email address**

</td></tr></tbody></table>

#### Recurring Reminders

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/nZJimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/nZJimage.png)

<table border="1" id="bkmrk-reminder-date-%C2%A0-freq" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.5309%;"></col><col style="width: 77.5927%;"></col></colgroup><tbody><tr><td>**Reminder Date**</td><td> </td></tr><tr><td>**Frequency Selection**</td><td>  
</td></tr><tr><td>**Number Of Days**</td><td>  
</td></tr><tr><td>**Number Of Reminders**</td><td>  
</td></tr></tbody></table>


##### Add Recipients

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/scaled-1680-/LEdimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-07/LEdimage.png)