On the screen below the Documents Tab will allow the storage of an unlimited number of documents. Documents from within each module can be stored but can all be seen from the master file. The group and subgroups can be used to sort the documents for easier access. Eg. Tax, Sec, Drs, Trusts.
The Trust Docs tab on the top should be used to keep all the main trust documents and the tab on the bottom should be used specifically for documents that relate to the specific transactions.
Any file type can be attached to the SKY Documents and may be opened on the system by selecting the icon to the right of the document. The sticky note icon may be used for making notes about a particular document.
The documents Tab on the top or header will be the main trust documents and the Documents Tab on the transaction level will be the documents kept for transactions purposes.
On the top you should store the trust deed, id's of all the parties and the mandate from the trustees to do all the work.
If you click on the new icon it it will allow the loading of a new document. You may also delete a document and you may also change the view of a document by clicking on the view icon. Click on the change view icon to show the full Particulars about a document. There is no limit to the number of documents you can store.
Change of screen view
On the right hand side of the screen above details of the digital signature status is shown. Notes can also be made next to each document. Click on the notes area to the right of the Data to open the document.
icon to the right of the document. The sticky note icon 
may be used for making notes about a particular document.
it it will allow the loading of a new document. You may also delete a document and you may also change the view of a document by clicking on the view icon. Click on the change view icon 
to show the full Particulars about a document. There is no limit to the number of documents you can store.
