Difference between revisions of "9 Documents"

Latest revision as of 08:13, 15 September 2015

Documents

Can you track and send Letters, Emails and SMS messages?

To Track Letters, Emails and SMS messages, you must have Access to the employee module.

You have to first set up the SMS messages:

To start click:

When the list opens select:

Employee - you want to set up for tracking theirLetters, Emails and SMS messages.

On the Employee card select:

Documents - button on the Left.
To Track' these documents the User must send letters and emails from this window.

@@ Line 5: / Line 5: @@
 To '''Track Letters, Emails and SMS messages''', you must have '''Access''' to the employee module.
-'''''You have to set up the '''Sms messages''' first in your '''Utilits / Preferences / Edi and Integration / SMS''' and '''Emails''' in the employee card.'''
+'''''You have to first set up the SMS messages:
+*Utilits
+*Preferences
+*Edi and Integration
+*SMS
+*Emails - in the employee card
-To start click on the '''Employee Module''' on the '''Left''', and then on the '''Employee List''' function on the '''Right'''.
+To start click:
+*Employee Module on the '''Left'''
+*Employee List function on the '''Right'''.
-When the list opens, select the '''Employee''' you want to set up for tracking their'''Letters, Emails and SMS messages'''.
+When the list opens select:
+*Employee - you want to set up for tracking their'''Letters, Emails and SMS messages'''.
-On the Employee card select the '''Documents''' button on the '''Left'''. To '''Track''' these documents the ''User''' must send letters and emails from this window.
+On the Employee card select:
+*Documents - button on the '''Left'''.
+*To '''Track''' these documents the ''User''' must send letters and emails from this window.