Accounts

The Accounts module allows you to register and maintain an up-to-date catalog of the companies or institutions with which you have a relationship, such as suppliers, clients, counterparties or public institutions.

• Advantage: It improves the traceability of the documents related to an entity and allows a clear association between users, workflows, transmittals and signatures.

Step by Step:

1. Go to the side menu and click Settings.


2. Select the Accounts option.


3. Click the New button


4. Fill in the Title field with the information to identify the person.


5. Click Save to register the account.