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3.3 Documents


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The Documents screen allows you to manage any files that you have for a company. You can manage scanned documents from this screen as well, which allows you to scan in any document from a compatible scanner and store it in a highly compressed format under that company while still maintaining quality.

You can view an existing document by simply double clicking it, or selecting the document and clicking the Edit button.

To remove a document, select it and click the Delete from the icon menu shown above button.

To add a new document, simply click the New button in the menu above and you will be presented with the Add New Document window to add your Document and any relevant Preferences.

For more information on adding document, please see the related articles in the upper right corner of your screen..

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