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Accessing the Document Manager
You can access the Document Manager to create and manage documents by :
-
Selecting Document Manager from the Utilities menu.
-
Selecting Run Document Manager or Document Manager from the Actions menu on the Documents tab of a record.
The Document Manager window opens:
Entering a query into the search key searches for all documents. Double click on a document to edit it in the Document Manager window.
Click 
to create a document using the Document
Manager.
Grid Field definitions
The grid has a header for each column:
|
Field |
Description |
|
Seqno |
A unique identifier for records in tables. |
|
Savedate |
The date of the last edit |
|
Docdate |
The date that the document was attached to the account. |
|
Module |
The Exo Business module. This defaults to the module that you are currently in (Debtors or Creditors). |
|
Refcode |
An internal reference text for the document. |
|
Doccode |
An internal document code for the document. |
|
Description |
A description of the document. |