+971-56-832-5259 | +971-02-650-5652 | +44 20 8133 3650
+971-56-832-5259 | +971-02-650-5652 | +44 20 8133 3650

Archive-Documents

Archive Documents

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Insert Document:

1. Click on System Setup module.
2. Click on Maintenance title at bottom.
3. Click on Attach Documents(New).
4. Fill description, attach document and click on Add new button.
5. Repeat step 4 if you want to attach another documents.
6. You can remove attachment from bottom table.
7. Once all document attached click on Process button to save you attachment in the system.

Edit Document:

1. Click on System Setup module.
2. Click on Maintenance title at bottom.
3. Click on Document Attachment Inquiry.
4. Search through above filters if needed.
5. Click on Edit button at left side of record.
6. Edit the the required data.
7. Click Process button.

Master View Document:

1. Click on System Setup module.
2. Click on Maintenance title at bottom.
3. Click on Document Attachment Inquiry.
4. Click on Add Notes button at left side of record
5. Here you can see your attached documents, add notes and mark flag documents.

Link Transaction to Document:

1. Click on System Setup module.
2. Click on Maintenance title at bottom.
3. Click on Document Attachment Inquiry.
4. Search through above filters if needed.
5. Click on Link Documents button at left side of record.
6. Select Transaction type and Transaction and press link button
7. For linking another document repeat step 5. 8. You can remove link from bottom table.
8. Once linked document press Process button to save on system.