Reminder:
Les documents sont généralement associés à un tiers ou une pièce de gestion. Pour associer automatiquement une édition à une pièce de gestion, il faut activer la préférence utilisateur correspondante (Édition > Préférences > Générales > Documents).
Dans ce cas, la fiche (affaire, client, etc) comporte un onglet Documents liés depuis lequel vous pouvez afficher le document par un simple clic.
Adding a Document Record Sheet
Note: from another record sheet (customer, invoice, products, etc), drag and drop a file. The Linked document tab is automatically displayed in the record sheet and a Document record sheet is created as well.
According to the confidentiality level of the document, you can indicate a level of rights to view the related-information.
These tabs provide information about the changes applied on the document. You can also check if your customer downloaded the document you shared with him on the Customer Portal.
Prerequisite: DMF 100114 BUREAUTIQUE ECRIRE DUPLIQUER
The Document record sheet is created identically.
Prerequisites:
DMF 100115 BUREAUTIQUE ECRIRE AJOUTER TIERS CIBLE
A target must already exist. For more information on targets, read the Third-Parties-CRM Module
The documents are now available for the relevant third parties.
If you have published these documents on the Customer Portal, they can also be viewed under the Documents tab.
To unlock it, open a document record sheet again and go to Edit > Unlock the document.
You can also lock the document from a search result.
To unlock it, right click on the document line again and click on Lock/Unlock.