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How to create a summary view?

 

 

 

Mochadocs - Contract Management - Clipboard Statistics V2

How to create a summary view?

An easy-to-understand summary overview provides a high-level, brief, and informative snapshot of a contract, task, document or subject.

 

 

Step 1 - Go to a contract, task, subjects, document, subject template, task template and more

In this case the subject types of the Contract Type ICT Agreement 

 

 

ICT Agreement type Subject types in Mochadocs

 

 

 

Step 2 - Use the button eye 

Now got to the eye button an click.

 

 

Click the eye button to see the content of the subject type

 

 

 

 

Step 3 - Final - View the summary

 

 

Summary Subject Type under Contract Type

And you're done.

 

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Quick User Guides

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3D Quick User Guide - Configuration of Document Types

 

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