![[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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Click here for a Quick Start.
- Save Documents with Duplicate Titles
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If you leave this unckeched, Business Manager will not save this Document if another document with the same title already exists.
- Date
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Document date.
- Title
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Document title.
- Document Type
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Type of the Document (Example: Invoice, Purchase Order, Covering Letter etc..). Click 'List -> Document Type' to review the pre-populated list. Click 'New -> Document Type' to create new ones.
- Ref. #
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Reference number if any. If provided, reference number must be unique. That is, no two documents can have the same reference number.
Note Focus 'Ref. #' text box and right click. Business Manager will suggest a random reference number. Click to accept.
- Value
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Monetary value of the document. Documents of type 'Purchase Order' carry a value whereas documents of type 'Presentation' do not.
- Version
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Document Version. Example: V 1.0, V 1.2.5
- Contact
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Contact associated with the Document. Example: Documents of type 'Invoice' will always have a Contact associated.
- Author (Employee)
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Document Author. Example: A Drawing prepared by an employee.
- File
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Electronic file represented by the Document. Business Manager stores a copy of this file in the database. See Document System.