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Unit

By unit is meant a legal entity within the organization.


When installing in an organization where only one unit/legal entity exists, the unit concept can instead be used to create an additional structural level for the documents, a unit can thus consist of department or other business-related concepts such as product, market area or the like.



To view existing units, first select a unit from the drop-down list at the top of the window and then click View.


  • If you want to edit an existing unit, click on the current unit and the form for the unit will be displayed.
  • To create a new unit, click the New button and the form for creating a new unit will appear.

FieldDescription
NameEnter the name that will identify the unit in the system. Required information.
DescriptionEnter additional description of the unit.
The unit is connected to company:Here you choose which company the unit should be connected to. A unit can only be linked to one company that must be included in the system.


Delete

Delete a company by clicking on it in the list and then clicking Delete.