Document Types

Program Navigation: Simplicity > toolbar Frame > Master Data > Document Types

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Document Types

Program Navigation: Simplicity > toolbar Frame > Master Data > Document Types

·This browse allows the user to maintain a list of Document Types.

·Document Types are used when importing or saving documents to a record in the database (e.g. CRM)

·Document Types are also used when making use of the Mail Merge Feature by allowing the user to email the merged document directly, save the merged document to the database or to simply merge the document.


DocumentTypes

This is an example of the Document Types browse



The following windows can be accessed from the Document Types window:

· mergeButtonMerge Document Types


General Features available in this window:

Ø        insert1Insert

Ø        ChangeChange

Ø        DeleteDelete

Ø        Search Box

Ø        Edit in Place