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Create a Document


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Document Management starts in Tradepoint with the primary screen found anywhere a document can be associated with a contact, or accounting item. This is the main screen which will be consistently found throughout Tradepoint for when documents are being used.

The screen structure above shows several options for using documents. The highlighted sections on the left of the screen enable options when they are chosen and security options are highlighted on the right.

Create a Document – This option will work with the desktop Office Application on your computer to create documents using MS Office or other desktop based Office Apps. Steps to use this option are listed below. This means a desktop based Office application must be installed on your computer before this will work correctly.

Tradepoint does not communicate with web based Office applications such as at this time.

  1. 1. Choose the Option to create a document.
    2. Choose which type of document to create (Word, Excel, Powerpoint, etc.)
    3. Enable Security for different profiles on the right of the screen (Local Access is for internal document security and Web Access is for enabling document    access via the web portal through a web site).
    4. Click the Save option in the lower right.
    5. The Office based application will open. Create your document and Save/Exit. Once the Office application has been exited the document will appear within the designated location in Tradepoint.

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