Within
Tradepoint you can create a New Document in multiple places. The process to
create a Document will be the same wherever the Document is created. This
functionality within Tradepoint provides an innovative and dynamic tool for
document management in a business software application.
From any
Contact file within the Collaborative tools section of the toolbar you will see
a small icon labeled Documents. Clicking this icon will open the main
window to view any existing Documents associated with a contact.
Document
management within Tradepoint is also structured by Categories so any existing
documents will be organized by Category. An example of this is shown
below.
Clicking on
the New Scanned Document icon will open a wizard to walk you through
adding a document with a Scanner attached to your computer. Clicking on the New
Documents icon will open the main page to create a new
document from within Tradepoint with. When the New Document icon is clicked the
main screen you will see will have options to create a New Document, establish a
link with a current Document and add a Document from your computer's hard drive.
To create a new Document you will need to use the section for creating a
New Document shown in the screen view below. This will be at the top of the main
page.
Simply highlight
the circle next to New Document then choose the type of Document you want to
create. Tradepoint will start the version of Office you have on your computer and
the document will automatically be attached to the Contact you created the
Document in.
When you have
finished your document Save any changes and specify any Security Settings for
the document either internally or externally through the web module on the right
side of the screen and you have just created a Document within
Tradepoint.