Managing and Creating Documents

The Documents tab lists all of the documents related to a record.

You can attach documents like spreadsheets, word processor files, and graphics to an account. Any email that you send from Exo Business is automatically attached to the account. You can either store documents as attachments or in the Exo Business database. You can export a document stored in the Exo Business database to a file.

The template is a fixed format. Once imported, the document is stored inside the database. It is backed up when you back up your database. If you import many large documents, the size of your database substantially increases.

Note: If you transport the database frequently, you shouldn't store large documents here.

To create documents for an account, click the Documents tab in the account master window.

Field Definitions

The grid header fields:

Field	Description
Doc. Date	The date the document was attached to the account.
Reference	Internal reference text for the document.
Doc. Code	An internal document code for the document.
Description	A description of the attachment.
File Name	The name of the attached file.
Linked	Whether or not to store the attached file in the Exo Business database, or link it to Exo Business but store it on your computer or network.

Menu Commands

All the commands for document management are under the Actions menu:

Run Document Manager to add, edit and delete documents. Launches the Document Manager.
Create and edit an RTF merge letter. Create a merge letter to this Debtor or Creditor using one of your preset Clarity letter templates.
Delete the selected document. Delete the attached file in the grid.
Merge account data against a template to produce a form letter.
Export a document to another location.
Import an existing document into this page.