Assignment Details Page: Documents tab

Last modified 08:03, 24 Apr 2017

Overview

The Documents tab provides you with the facility to set up links to documents created outside the system. 

Document Types

When you click a Document link, the document will automatically open the application the document was created in. You can link to documents such as:

  • Microsoft Word documents

  • Microsoft Excel spreadsheets

  • Internet web pages (HTML)

  • PDFs

  • Microsoft Access database files

  • Bitmaps

  • Microsoft PowerPoint presentations

  • Movies and sound clips.

You can also link to a folder holding documents relating to an assignment. When you click the link to a folder, Windows Explorer opens showing the contents of the folder for selection.

The Documents tab gives you the facility to set up a document management system where links to documents are saved so that everyone can find information relating to an assignment. However, there is also the same facility to manage documents using the Documents tab in the Contacts, Clients or Suppliers function. The practice will decide which function will be used so that everyone uses the document management system consistently.

Note

The documents must be backed-up using the practice's normal backup procedures because the documents are not stored within this system. The system administrator sets up the path where the documents are saved and located.
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