MKMS Help

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

Previous topic Next topic  
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.

HelpFilesDocumentsMenuOption

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.