Key Concepts
There are four (4) cornerstones to the
Attachments
Attachments can be added to records such as items, customers, and vendors as well as documents. An attachment can be a windows-based file (document, picture, spreadsheet, etc.), map link (a link to an internet mapping service), or a link to a web site. These attachments are saved in a separate database.
Documents
The
Dynamic Reports
Many application reports offer dynamic links to other documents. These links, appearing in blue text, allow users to quickly jump to and view documents related to the report data. In addition, document links are also commonly provided in folders and data grids throughout the software. These are accessed by double-clicking on the document identifier.
Folders
Most application areas, database, and inquiry forms offer a folders area at the bottom. Tabs within the folders contain additional information about items, customers, vendors, documents, and other information relevant to the particular transaction or area. This makes a much greater range of information available at your fingertips. In transactions, the folders may be hidden from view and expanded when needed.