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Document Management

“Document Management” helps you upload and organize client documents easily. You can see all your clients' folders in one place, making it faster to upload and manage documents.

Step 1:

• Sign In to Suvit.

• On the left menu, find Document.

Step 2:

• Click on Documents to open the Document Management section. Here, you can see company-wise data, search for a company folder, and access module folders.

Step 3:

• You will find folders for different modules, like shown in the image above.
• You can upload documents into these folders, and even store personal documents in the Other folder. You can access and download these documents anytime.