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  • Record added: date & time of when the file was added

  • Added by: name of user who added the file

  • Record amended: date & time of when the file was amended

  • Modified by: name of user who amended the file

  • Physical file: actual file name given to the document

  • Folder location: where on the system the document is stored

  • Error message: if a file errors when uploading, displays recent upload error text
    For use by Reapit or local IT Support

1. Extra columns set-up by default

Extra columns can be automatically displayed in the Letters and Documents screens
(as outlined in section 1 above)

The

- the columns shown are dependent on those chosen by your company 

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  • The list is shown in a grid, allowing you to click a column heading to sort the list - or click to the right of the column heading to filter or group it

  • Users can still choose to show all extra columns (listed above) - as outlined in step 2 below

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2. Displaying extra columns manually

From a Letters or Documents screen:

  • Right-click over the column headings and select Show extra columns
    All extra columns will now be shown in all Letters and Documents screens on all records across the system

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Excerpt
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Extra grid columns can be displayed in both the Letters and Documents screens

Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help