Table of contents

Documents

Last modified 22:21, 19 Mar 2013
Table of contents

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  • The Document tab is used to create and maintain a database of documents that relate to a contact or a client. Storing links to documents this way gives the practice a central place to easily find information related to any one particular contact or client at any one time.
  • From the Documents tab you can link files at both the contact/client and assignment level, allowing others within the practice to easily find information related to a client or assignment. You can link to many file types, including Microsoft Word, Microsoft Excel, PDFs, emails and HTML pages.  You can also link to a folder within your system, saving time in accessing documents that may not be suitable for direct linking.
  • From the Documents tab you can view the documents added and linked to a contact or client. The types of documents include Microsoft Word, Microsoft Excel, PDFs, emails and HTML pages. To open a document in its native editor click the document hyperlink. For example, if the document was created in MS Excel it will open in MS Excel. Where the link points to a folder, clicking the link opens Window Explorer where you can select the file you want to view.
  • A mail merge wizard allows you to use data stored in the database to create letters to send to clients. Using Microsoft Word templates you can generate multiple copies of the same letter and address the letter to each recipient directly from the database.
  • The Document tab is used to create and maintain a database of documents that relate to contacts and clients. You can create a document while in Microsoft Word, Excel or Outlook and save it into the Document tab of the Contact or Client page. Or, while in the Document tab of a Contact or Client page, create and save the document record (called 'Save with Contact'). Storing links to documents this way gives the practice a central place to easily find information related to any one particular contact or client at any one time.
 
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