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Difference between revisions of "1. Documents Path"

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(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...")
 
(Overview)
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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. This function allows to set a path where your documents for example, a letter that you have created for a customer, will be saved.  
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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'''.
  
 
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 shared Network, so that other employees can access it to.

Revision as of 20:19, 27 August 2014

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.

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.

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.