Documents

TSM provides you with the ability to link multiple documents to a product record. These documents can then be launched and viewed at any time. Documents that can be linked include Word, Excel and PowerPoint files, faxes and any other type of document you wish.

The Linked Documents tab will change colour to Red whenever any documents are linked.

Linked documents are automatically attached to any Job Card on which the product is added as equipment. This can be used for example to attach a circuit diagram of a product each time you service that item.

• Click to add a new document to this contact.
• Removes the selected link from the contact.
• Opens the selected linked document using the program it is associated with in windows.
• Press to copy the selected file to another directory.
• Press Open Folder to view the folder the document is stored in using Windows Explorer.
• Prints the document using the default 'Print' command specified for the file extension in Windows.

This is automatically set to “P” to signify this as a Product linked document.

The name and path of the linked document. In a network environment, ensure that this document name points to shared directory that is publicly available to all users.

Enter a meaningful description of the contents of the document.