The Document Manager
90 articles across 6 sections.
Topics
19 articles- Using the Document Manager to Organize Your File
- Viewing the list of documents on the Document Manager
- Organizing the Document Manager
- Accounting documents on the Document Manager
- Analysis documents on the Document Manager
- Budget entry documents on the Document Manager
- CaseView Documents on the Document Manager
- Client documents on the Document Manager
- Contact Companies documents on the Document Manager
- Contacts documents on the Document Manager
- Expense Entry documents on the Document Manager
- Group documents on the Document Manager
- Invoices, Credit Notes and Statement documents on the Document Manager
- Payment History documents on the Document Manager
- Project documents on the Document Manager
- Setup Code documents on the Document Manager
- Staff documents on the Document Manager
- Time Entry documents on the Document Manager
- Work In Process documents on the Document Manager
Organizing the Document Manager
10 articles- To select items on the Document Manager
- To cancel a selection
- To cancel all selections
- Moving items on the Document Manager
- Shuffling a line or group of lines up or down
- To delete a folder, document or group of items on the Document Manager
- Copying items on the Document Manager
- Viewing users' initials and document information on the Document Manager
- To open all folders
- To close all folders
Working with documents and folders
58 articles- Creating Documents and File Folders
- To create an automatic document
- To add a document or folder
- To create a CaseView document
- To create a manual document reference
- To set up a Microsoft Word or Excel document
- Creating a document link
- To configure a helper application
- To create a document link
- To change the properties of a folder
- Refreshing items on the Document Manager
- Customizing automatic documents
- Document Settings