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Documents Tab

Make the following menu selections to display this tab:

eFinancials/ePO/Job Cost/Contracts/Inventory—(a variety of locations)

Use this tab to manage documents.

Documents work the same regardless of the way you access this tab.

Prerequisite

Document Types—for the types of documents you want to add—must be set up before you can add a document using the Documents Tab.

What you can add documents to

Documents can be added to a variety of items in a variety of locations.

Documents that have been added are viewed and deleted via the Documents Tab.

Items that documents can be added (attached) to differ by module. Refer to the following lists for details.

For eFinancials, users can add documents to:

Bank Accounts

Batches

Billings via the AR Inquiry.

Budget Versions (not on the account level).

Customers

Entities/Companies/Properties

Companies via Setup Companies (Simplified Setup)

Entities/Properties via Setup Properties (Standard Setup)

Invoices via AP Inquiry.

GL Accounts available through GL Account Setup and GL Account Inquiry

Journal Entries

Payments (checks and invoices) on the Check Entry grid, Payment Inquiry, and Payment Detail Inquiry

Partnerships

Investors, Partnerships, Investor/Partnership Links

Transactions

Purchase Orders

Receipts - Receipts and Unapplied Cash

Vendors

Transactions in Partnership Accounting.Permissions are under Partnership Accounting in the System Module.

Vendors

Write-offs

Dashboard Snap-ins

For ePO, users can add documents to:

Bank Accounts

Batches

Budget Versions

Checks - ePO users can also drill down from AP Inquiry to view checks and then add documents to checks. This means that if a document is added to a check in Check Entry, that document is then accessible in ePO from Payment Inquiry Detail.

Companies via Setup Companies (Simplified Setup)

Entities

Invoices via AP Inquiry.

Payments on the Check Entry grid, Payment Inquiry, and Payment Detail Inquiry.

Purchase Orders

Properties via Setup Properties (Standard Setup)

Vendors

For Job Cost, users can add documents to:

Batches

Jobs

Job Cost Estimates

Journal Entries

Income Estimates

For Contracts, users can add documents to:

Subcontracts

For Inventory, users can add documents to:

Batches

Items

Receipts

Shipments

Warehouses

Warehouse Items

For more information, refer to Effect of Permissions.

Fields List

ClosedFields

Grid Fields

Description

The description of the document.

Filename

The document file name.

Date

The date the document was uploaded to the server and added to the propertycompany.

Delete

Use the Delete button to delete a document. Refer to the delete instructions later in this topic.

Buttons

Add Documents

Select this button to add a new document. Refer to the add instructions later in this topic.

Find

Select this button to locate a document. Enter a document name and then click the Find button.

Procedures

ClosedTo Add a Document

  1. Locate the grid that contains the item for which you want to add a document. For a list of items by module, see the beginning of this topic.
  2. Select the Documents link or button in the Documents column. The Documents tab displays.
  3. Click Add Documents. The Upload Document tab displays.
  4. At Description, type the name of the file.
  5. Either enter the file name to upload or select the Browse button to search for the file and select it.
  6. Click Upload Document. The file is uploaded to your server and displayed on the Documents tab.

ClosedTo Edit a Document

  1. Locate the grid that contains the item for which you want to edit a document. For a list of items by module, see the beginning of this topic.
  2. Select the Documents link or button in the Documents column. The Documents tab displays.
  3. Locate and select the document you want to edit. A separate window displays asking you what you want to do: open or save the document?
  4. Select the appropriate action.
  5. Edit the document.
  6. Click File—Save As from the Windows toolbar.

ClosedTo Delete a Document

  1. Locate the grid that contains the item for which you want to delete a document. For a list of items by module, see the beginning of this topic.
  2. Select the Documents link or button in the Documents column. The Documents tab displays.
  3. Locate the document you want to delete.
  4. Click the Deletebutton in the Delete column on the grid. A delete confirmation message displays.
  5. Click OK. The system deletes the document.

See Also

Upload Document Tab

Document Types Overview

Document Types Tab

Add/Edit Document Type

Effect of Permissions

 

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