Create a Document
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
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 OpenOffice.org at this time.
1. Choose the Option to create a
2. Choose which type of document to create (Word, Excel,
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
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