Organization

How to Assign a Document to a Person

What to do:

1. Select Start > Organizations > Persons.
The list Persons is opened.
2.

Select Mrs Susan Smith from the persons list.

3.

Select References > Use in Documents from the context menu.
A new mask is opened (Related documents to the person) with all items that have been assigned to the selected person.

4.

Change to Insert mode with the button .

5. Change to the field Document No.
5. Click the button .
The Document List is opened in Search mode.
6. Click the button to display all available documents.
8. Select the document DOC-1100.
9. Click the right mouse button and select Take entry from the displayed selection menu.
The entry is saved.
11.

Change to the Ref.Type column.

12. Click the button .
12. Select the relationship type Editor.
13. .Save the entry with the button .
The reference can be deleted only in the Document Management module.