Documents

TSM provides you with the ability to link multiple documents to a Job Card. 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 Documents tab will change colour to red whenever any documents are linked.

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.

Opens the Scanning module.

This is automatically set to “J” when a document is manually added. “C” indicates the document was linked from the customer record, “P” comes from the Product record when added as equipment, and “X” indicates an automatically generated linked document (i.e. quote or invoice).

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. TSM also offer to rename linked documents that have invalid characters in the filename.

Enter a meaningful description of the contents of the document.