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14.34 How to Create a New Document

Apr/1/2007



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.


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