Symbient Opta User Documentation
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Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Create Documents

Prerequisites: None Alternatives: None See Also: Add Notes
Add Attachments



Documents is a repository for corporate documents.



  1. From the Main Menu select and expand the HR (Human Resources) folder icon, Click on the Documents icon.
  2. This will bring up the Documents screen.
  3. Manage Document Folders
    1. At the top of the Documents screen is a Folder:root > Add ( The button is grey)
    2. Initially all documents would be placed in the root folder.
    3. Pressing this Add button will bring up a Folder Name add pop-up.
    4. Enter the name of the new folder for whatever type of documentation you need.
    5. Click OK and the new folder is created.
    6. Click on the new folder and now the top line will read Folder:root > (new folder name) > Add
      1. At this point all Documents that you create will be in the new folder
      2. If you choose to add a new folder at this point, the new folder will be inside the folder you just created.
      3. You can create as many folders as you like, at any level.
      4. You will only see the folders at the same level you move to in the path..
      5. To delete a folder. Right mouse click to get the Delete/Rename pop-up
      6. Deleting a folder will delete all subfolders and documents.
      7. To return to root. Click the root section of the documents path.
  4. Add a new Document
    1. Press the (green) Add button.
    2. This will bring up the Add/Edit Document screen on the General Tab
    3. Select the company from the drop-down (required)
    4. Enter a name for the document (required)
    5. Enter a description of the document (optional)
    6. Click the save button to save the document information
    7. Click on the Document tab and enter the Document information.
    8. Click on save to save any work
    9. Click on the Attachments Tab to Add Attachments to this document (See How to Add Attachments).
    10. Click on the Notes Tab to add Notes to this document (See How to Add Notes)
  5. Edit a existing Document
  6. Delete a existing Document
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