The Documents screen
allows you to manage any files that you have for a specific employee. 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 employee 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 button.
To add a new document, simply click the New
Document button or the New
Scanned Document button and you
will be presented with the Add New Document window. The functionality available
within Documents in Employees will be identical throughout Tradepoint. You will
have the ability to create or upload any New or Scanned Documents and manage
them by category specific to each Employee.
For more information on adding document,
please see the Document Entry article listed below.