Difference between revisions of "Documents"
From TrueERP wiki
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== Overview == | == Overview == | ||
| + | |||
| + | The Documents tab enables all Letters, Emails and Faxes that have been created from within the Employee Tab to | ||
| + | be saved into this area. This area is for the creation and recording of documents. You cannot email or fax from this | ||
| + | page. | ||
| + | |||
| + | '''How to use Documents''' | ||
| + | |||
| + | *Select Employee from Employee List | ||
| + | *Select Documents | ||
| + | |||
| + | '''To create a document''' | ||
| + | *Select Letter, Fax or Email to create a document from a template. | ||
| + | *Save the document | ||
| + | *Drag and drop document into attachments screen | ||
| + | |||
| + | '''To Open an existing document''' | ||
| + | *Double click on details line (Date, Type, Reference) | ||
| + | |||
| + | '''To attach an existing document''' | ||
| + | *Drag and drop document from its original location into the attachments area | ||
Latest revision as of 12:55, 3 March 2011
Overview
The Documents tab enables all Letters, Emails and Faxes that have been created from within the Employee Tab to be saved into this area. This area is for the creation and recording of documents. You cannot email or fax from this page.
How to use Documents
- Select Employee from Employee List
- Select Documents
To create a document
- Select Letter, Fax or Email to create a document from a template.
- Save the document
- Drag and drop document into attachments screen
To Open an existing document
- Double click on details line (Date, Type, Reference)
To attach an existing document
- Drag and drop document from its original location into the attachments area
