1.2 How to Navigate Documents

Navigating documents in TDS CRM is very simple with the presence of customized tools. The following steps will allow you to better navigate the documents.

  • Go to Home > Document Centre.
  • You will see the list of all documents on the homepage.
  • Select the custom view from the filter drop-down list given at top-right of the window.
  • For creating new customized view, click the New link.
  • For browsing between the pages, use the start, next, previous and last buttons. Specify the page number to browse directly to that page.