Structured Documents in Gorelo provide a convenient way to gather data presented in a user-friendly table format. By configuring a structured document in the format of a form, you can efficiently manage and monitor numerous responses or data entries.
​​

1. Navigate to Admin Settings > Document

2. Click on "Create Structured Document" at the bottom.

3. This opens an editor on the right side to create your Form.

4. Give your structured document a name of your choice.

5. Hover on the left side of the field and click on the "plus" icon.

6. This will open a list of input fields. Select the desired fields you want in your structured document. Similarly, you can add multiple options in the form and name it as per your requirement.

7. When you choose the highlighted fields, a dropdown menu will appear, allowing you to access and retrieve information about Assets, Contacts, and Documents within Gorelo while recording an entry.

8. You can make mandatory fields as well by clicking on the asterisk icon on the field.

9. You can delete a field by hovering over the field and click on the "bin" icon against it.

10. Similarly, you can change the position of the field by hovering over the field and click on the "Move" icon against it and drop it where you need.

11. Once your structured document is ready and complete. Click the 'Save' button.

Your structured documents are all set and good to go for recording entries for any client from document module.

Here's a step-by-step guide for updating your structured document:

1. Navigate to Admin Settings > Document

2. Click the name of the structured document you want to update. It'll pop up on the right side all ready for your edits.

3. Make your changes, and when you're good to go, hit that Update button.

When you make edits to your structured documents, we save them in a version history. That means if you ever want to go back to a previous version, you totally can by simply following below steps:

1. Navigate to Admin Settings > Document

2. Click the structured document you want to restore. It'll pop up on the right side.

3. Click on the three dotted menu and select option Restore Version

4. A popup will show different versions sorted from the oldest to the newest. Just click on the version you want to restore. After restoration, both current and future entries in the Document module will be impacted, reflecting the changes from the selected version.

You may delete a structured document any time by following below simple steps:

1. Navigate to Admin Settings > Document

2. Click the structured document you want to delete. It'll pop up on the right side.

3. Click on the three dotted menu and select option Delete. This deletes the structured document and all its entries present in document module.

All the Structured Document that you have setup from Admin Settings, can be viewed in the Document module. You can view them in the following manner:

1. Navigate to Document module from left navigation menu.

2. Click on the client icon to apply global client focus.

3. Select the client from the drop down entries of a structured document you want to view.

4. Your list of Documents will now show all the structured documents on the top, followed by regular documents specific to the selected client at the bottom. Number of entries are displayed with the structured documents.

You can record data in structured documents for a specific client. To kick start the data recording process in a structured document, just follow these steps:

1. Click on the name of the structured document for which you want to record an entry.

2. For a structured document that does not have any entry present, a form will open on the right side. Fill the data in the structured document and hit "Save" button.

3. For the documents that have 1 or more entries, on the right side click on the +new button to start recording a new entry.

To view all the entries in a structured document, just click on the document name in the list. If there's more than one entry, you'll see a table on the right with all the entries. If it's just one entry, you'll get all the details of it right there.

Click on the cell which is highlighted in aquamarine color. This opens the detail of the selected entry.

1. From the list of entries, click on the highlighted cell or by clicking the pencil icon present in Actions column, the detail of the entry is opened.

2. Now click on the Edit button to open it in editable form.

3. Make your changes and click Update button.

When you make changes to your entries, we keep track of all the versions for you. If you ever want to go back to an older version, just follow these easy steps:

1. Click on the three dotted menu and select Restore Version.

2. This opens a popup that displays all the different versions of the entries in order from oldest to newest.

2. Click on the Preview to view the version before restore.

3. Clicking on the Restore button will save the entry to the selected version.

Click on the bin icon present in the list of entries OR Click on the menu with three dots on the details screen of the entry, and choose "Delete." That'll get rid of the entry, and you won't see it again anymore.

Copy a link to an entry and share it with your colleagues. Just pick the "Copy Link" option from the three-dot menu in the detail or from the list of entries.

Link structured document in tickets