This section explains how to Add, Modify and Delete a Document.
Document Form
![[Note]](images/note.png)
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Note |
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Please uncheck 'Hide extensions for known file types' on your system. On Windows XP: Open Windows Explorer. Click 'Tools -> Folder Options' menu. Click 'View' tab. You can find 'Hide extensions for known file types' under 'Advance Settings'. |
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Example: Create a New Document
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Please refer: this section and this section.
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Ensure one of the two editor is free.
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Click on New -> Document menu.
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Document form as shown above will be loaded in the free editor.
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Observe fields marked with a *. Example: Title *. These fields are mandatory.
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Save Document With Duplicate Titles: If you leave this unckeched, Business Manager will not save this Document if another document with the same title already exists.
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Date *: Select the Document date. To use a date picker control, refer this section.
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Title *: Key in the Dcoument Title.
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Document Type *: Select Document Type. To use an Entity Selector Control, refer this section.
Note You must have already created the Document Type you want to refer. To create a new Document Type record click 'New -> Document Type' menu.
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Ref. #: Unique document reference number, if any. Business Manager will assign one if you leave this field blank.
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Contact : Contact associated with this Document. Ex: Invoice for 'Customer X'. You would choose 'Customer X' for this field.
Note You must have already created the Contact record you want to refer. To create a new Contact record click 'New -> Contact' menu.
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Author : Employee that created the Document.
Note You must have already created the Employee record you want to refer. To create a new Employee record click 'New -> Employee' menu.
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File *: Electronic file associated with this Business Manager Document. Click '...' button to select a file. In edit mode, you can press 'S' button to save the file on the local filesystem.
Refer Document System.
Example: Edit a Document
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Please refer: this section and this section.
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Ensure one of the two editor is free.
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Click on List -> Document menu.
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Locate the Document that you wish to edit. Click on it and the row will be highlighted. Right Click and press 'Edit Document ...'.
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Make changes and press Save. If your input data is valid, Business Manager will Save the changes.
Example: Delete a Document
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Please refer: this section and this section.
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Ensure one of the two editor is free.
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Click on List -> Document menu.
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Locate the Document that you wish to delete. Click on it and the row will be highlighted. Right Click and press 'Edit Document ...'.
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Review the Document and press Delete. If Document has references (Ex: Lead - Documents), then this Document not be deleted.