|insert your documents|
you have different opportunities to insert your documents:
- paste documents - Insert a document or picture from the clipboard by copy / paste
- import document - looking for document on your computer or scan it (PDF , documents, invoices , newsletters , etc)
- file as an attachment - opens the file - explorer for selection
Use the magnifying glass you arrive at your address and customer data. There you can determine who is assigned to the document. This specification is absolutely necessary!
By company means the address or a person.
describe the document with comments, search criteria, document number, address assignment and/or origin place and store it in the database. valid formats are PDF, jpg, jpeg, png, gif, xls, doc, ppt, pcl , odt and mail files.
A very important point is the documentation of your mail traffic.
This can be done automatically or semi- automatic / manual.