Difference between revisions of "Stored Documents"
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(Created page with "On the Stored Documents tab you can link documents related to the order. '''To link a new document''', first make sure the document is saved. Your SME Administrator may have a s...") |
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# Browse to the saved file. Select the file and click '''Open'''. | # Browse to the saved file. Select the file and click '''Open'''. | ||
# It is optional to enter a description. Entering a description may make it easier to locate a specific file if you have multiple files linked in the Stored Documents tab. | # It is optional to enter a description. Entering a description may make it easier to locate a specific file if you have multiple files linked in the Stored Documents tab. | ||
| − | # | + | # If you check '''Store document in database''' then the document will be saved in SME folder structure. If you do not check '''Store document in database''', if you delete the document on the file server, SME will not be able to open the file anymore. |
Revision as of 15:17, 4 June 2014
On the Stored Documents tab you can link documents related to the order.
To link a new document, first make sure the document is saved. Your SME Administrator may have a specific folder you should save your linked SME documents in.
- Click New.
- In the Stored Documents Options window, click
in the File Name field. - Browse to the saved file. Select the file and click Open.
- It is optional to enter a description. Entering a description may make it easier to locate a specific file if you have multiple files linked in the Stored Documents tab.
- If you check Store document in database then the document will be saved in SME folder structure. If you do not check Store document in database, if you delete the document on the file server, SME will not be able to open the file anymore.
