Documents Tab

Use the Documents tab on the Job Management window to store specifications, contracts, drawings, spreadsheets, project files and so on against a job or debtor.

Select these options from the Actions menu:

Button	Function
Run Document Manager	Open a search screen from which you can search all documents in the database.
Create Letter	Create a letter (in RTF format) pre-populated with the customer's information.
Delete Document	Delete the document row that's highlighted in the grid.
Merge Document	Use a template file for mail merge and to create a mail merged output file.
Export File	Export the currently-highlighted document file to a file on disk.
Import File	Import a standalone file into the database and create an entry in Document Manager.

When importing or creating a file, a window opens in which you can enter filing reference information. You can also enter a link to a document on disk or copy the document into the database.