Document Management

How to Create an Archived Document (on Paper)

 

What to do:

Select Start > Documents > Archived Documents (On Paper).

To change to insert mode click .

Enter DOC-1200 in the Document Number field.
Document numbers must be unique! If DOC-1200 already exists, enter e.g. DOC-1200-xx (xx = your initials).

{short description of image}

Enter Order Company Miller and Son in the Name field.

{short description of image} Enter Filing in the Source field.
{short description of image} To save the entry click .
{short description of image} Repeat steps 2 - 6 and enter the following values:
 
Document Number Name Source
DOC-1700 (or DOC-1700-xx) Letter to Company Miller and Son Filing
DOC-1800 (or DOC-1800-xx) Product catalog Catalog stand
To change to the list view select Type list from the context menu. Find the document you entered (e.g. by entering DOC-% in the Document Number field).