Document Manager Window

Use the Document Manager to import, export, and view documents. When you import a document, the date, its file name and path display in the window.

The fields in the Document Manager window are:

Field	Description
Module	The Exo Business module that the document applies to. This defaults to the ledger that you are currently in (Debtors or Creditors).
Account	The Debtor or Creditor account that the document is attached to.
Reference	Internal reference text for the document.	This will help you to identify the document when you go back to view it at a later date.
Document Code	An internal code for the document.
Description	A description of the document.
Document date	The date the document was attached to the account. You cannot edit this field.
File Name	The document's file name. You cannot edit this field.
Source Path	The path from which you selected this document. You cannot edit this field.
Buttons
Change Document	Import a new document, which replaces the original document.
Export	Export a document stored in the Exo Business database to a file.
Open	Opens the document in the default viewer.