: : Creating a Document

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

  1. Go to Tools > New document.
  2. Select your document on your workstation according to the relevant method:
  3. 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.

  4. Enter the document version number as well as the document properties like its title, language, creation or modification dates.
  5. Under the Publication section, enter the document publication time period and indicate if it must be published on the Customer Portal.
  6. Under the Keywords section, enter keywords contained in the document allowing the user to search for it.
  7. Under the Linked third-party section, link a third-party (employee, customer/prospect, supplier or another third-party) to the event by clicking on . A window is displayed in which you must enter the parameters according to the element to be linked:
  8. Link a Business Object by clicking on under the table of linked third-parties: