insert documents :
|- Paste document:
||Insert a document or picture from the clipboard by copy / paste
|- Import document:||search document on your computer or scan (PDF, documents, invoices, newsletters, etc.. )
|- Storage to operating:||
Use the magnifying glass to look for your address and customer data.
|- file as attachment||opens data explorer to select|
provided the document with comments, search, document number, address assignment and / or a place of departure and secluded in the database.
Search of documents
the search filter must be set bBefore the search button is pressed.
address and date assignment, any keywords or a document number can be entered into the search filter
Each filter entry limits the search continues. one entry is least needed. The search process lists all found documents in a table overview.
Each document can be checked in a preview before saving. A stored document can be searched and also viewed in the preview in the Detail. A document can be viewed via the left mouse button in the document viewer. right click select a document for reprocessing. with returning saving document you apply a document history. A document can not be deleted or overwritten.
If a PDF split in several documents, the PDF per pages can be saved as a new document.
The document is stored in the database, the operation / person / address ID and the field description must be filled.