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Difference between revisions of "1. Documents Path"

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(Overview)
(Overview)
 
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'''Documents Path'''
 
'''Documents Path'''
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This is how programs can determine their default save location, but you wouldn't be able to create a shortcut to a path named in a registry variable.
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'''Documents Path - What does the Setup Doc's Path do?'''
 
'''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.  
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You can find this option in the '''Utilities''' Module.  
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*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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'''Example:'''
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*Go to contacts in a Customer Card, and produce a letter.
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*This letter will be saved in the '''Documents''' tab in Customer Card and on the 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'''.
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*Go to '''Utilities''' Module
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*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.
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'''It is advised to set this on a central point on Network, so that other employees can access it to.'''

Latest revision as of 06:23, 8 October 2015

Overview

Documents Path

This is how programs can determine their default save location, but you wouldn't be able to create a shortcut to a path named in a registry variable.


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.

Example:

  • Go to contacts in a 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
  • 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 central point on Network, so that other employees can access it to.