Documents
This Help File Page was last Modified on 04/01/2012
Documents This Help File Page was last Modified on 04/01/2012 |
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Documents This Help File Page was last Modified on 04/01/2012 |
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□ | The Documents Icon appears as a Menu Option and also on many Data Entry Forms. |
• | On the Prospect Form's General Quick Access menu, Select Documents. |
• | If the Document to be saved is a Printed Document: |
• | Scan the document if it is not available to you electronically. |
• | If you are operating on a Network, Save the scanned image to a Hard Drive on your File Server to which anyone needing it will have access. |
• | If you operate on a single computer, Save the scanned image to your local Hard Drive. |
• | To import this Document in to MKMS, Click the Documents Icon or Menu item on the Form that needs to access this Document. |
• | See the Documents chapter within the Accounts Receivable module for a detailed explanation of this powerful feature. |