Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Configuring Resources

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The RESOURCES tab lists the resources configured in your system. These resources are stored in the Document Storage web application.

For each resource, the tab displays the assigned Name, Notes (if included in the configuration), selected Category, Size, the assigned Sales Associate, Upload Date, and user who uploaded the resource. The Search fields on this tab let you filter the resource list by name, category, upload date range, and uploader.

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UG template for Help

The Name field serves as a link for viewing the resource (via Document Storage).