1. Documents Path - Revision history

JoMac: /* Overview */

2015-10-07T19:23:25Z

‎Overview

Omer Farooq: /* Overview */

2014-08-27T09:21:57Z

‎Overview

Omer Farooq: /* Overview */

2014-08-27T09:21:08Z

‎Overview

Omer Farooq: /* Overview */

2014-08-27T09:19:50Z

‎Overview

Omer Farooq: Created page with "= Overview = '''Documents Path''' '''Documents Path - What does the Setup Doc's Path do?''' You can find this option in the '''Utilities''' Module. This function allows to..."

2014-08-24T11:40:50Z

Created page with "= Overview = '''Documents Path''' '''Documents Path - What does the Setup Doc's Path do?''' You can find this option in the '''Utilities''' Module. This function allows to..."

New page

= Overview =

'''Documents Path'''

'''Documents Path - What does the Setup Doc's Path do?'''

You can find this option in the '''Utilities''' Module. This function allows to set a path where your documents for example, a letter that you have created for a customer, will be saved.

Go to '''Utilities''' Module and click '''Setup Doc's Path''', which will open a window where you can browse your system and set a path where all the documents will be saved.

It is advised to set this on a shared Network, so that other employees can access it to.

@@ Line 2: / Line 2: @@
 '''Documents Path'''
 '''Documents Path - What does the Setup Doc's Path do?'''
-You can find this option in the '''Utilities''' Module. This function allows to set a path where your documents for example, a letter that you have created for a customer, will be saved.
+You can find this option in the '''Utilities''' Module.
-For example: if you go to contacts in Customer Card, and produce a letter. This letter will be saved in the '''documents''' tab in Customer Card and on the destination which you have defined in '''Setup Doc' Path'''.
+*Go to '''Utilities''' Module
-It is advised to set this on a central point on Network, so that other employees can access it to.
+'''It is advised to set this on a central point on Network, so that other employees can access it to.'''

← Older revision		Revision as of 09:21, 27 August 2014
Line 11:		Line 11:
	Go to '''Utilities''' Module and click '''Setup Doc's Path''', which will open a window where you can browse your system and set a path where all the documents will be saved.		Go to '''Utilities''' Module and click '''Setup Doc's Path''', which will open a window where you can browse your system and set a path where all the documents will be saved.

−	It is advised to set this on a ~~shared~~ Network, so that other employees can access it to.	+	It is advised to set this on a central point on Network, so that other employees can access it to.

@@ Line 7: / Line 7: @@
 You can find this option in the '''Utilities''' Module. This function allows to set a path where your documents for example, a letter that you have created for a customer, will be saved.
-For example: if you go to contacts in Customer Card, and produce a letter. This letter will be saved on destination which you have defined in '''Setup Doc' Path'''.
+For example: if you go to contacts in Customer Card, and produce a letter. This letter will be saved in the '''documents''' tab in Customer Card and on the destination which you have defined in '''Setup Doc' Path'''.
 Go to '''Utilities''' Module and click '''Setup Doc's Path''', which will open a window where you can browse your system and set a path where all the documents will be saved.
 It is advised to set this on a shared Network, so that other employees can access it to.