Managing Documents

Under Construction

This section is being developed. Check back soon for detailed instructions.

Overview

Documents in SBOS.AI can be attached to matters, contacts, and organisations. The document management interface provides tools for uploading, viewing, filtering, and managing your files.

Document List

The document list displays all documents associated with the current entity (matter, contact, or organisation).

Filtering Documents

Use the filter panel to narrow down documents by type, date, status, or other criteria.

Document Actions

Each document provides a set of actions including download, preview, share, and delete.

Document Automation with Syntaq

SBOS.AI integrates with Syntaq to enable automated document generation. You can select from available document templates and have the system generate completed documents using data from the platform.