Document Management

How to Allocate a Person to a Document

 

What to do:

To work through this example, you must first create persons.
Organization

Select Start > Documents > All Documents.
The document mask is opened.

Search for DOC-1100 Ball Pen.

Select the Persons tab.

To change to insert mode click .

Click in the Surname field.
The Persons (with company) list is opened.
Click .
All persons are loaded.
 
Select Mr. Schreiber.
Click in the Rel.type field.
Select Editor.
To save the entry click .