The DOCUMENTS MENU is where all documents that are uploaded reside.  This is regardless of which menu the documents were uploaded from as Documents can be uploaded from a number of sources. 


Generic Documents can be uploaded that you might wish to attach to an email you are sending the customer. An example would be product brochures or building contracts. When uploading a generic document you are asked to categorise and make a quick description of the Document.



Here a new Document is being created. A blank Building Contract is being uploaded and a dialogue box is asking for a description of the Document being added.




Documents can also be uploaded to the form you are current working in. For example:

  • The Leads form
  • The Customer form
  • The Job Card form


All documents regardless of where they have been uploaded from, can be found in the DOCUMENTS MENU.


For example if you loaded architectural plans in a JOB Card for a particular customer, the plans will also be found in the DOCUMENTS MENU

 

Having all Documents in one main menu allows users to easily search for Documents they might wish to revisit.