Document Link Detail
|Document Type||Click on the drop down box next to document type to choose the type of document to be stored|
|Reference Number||This will be automatically filled in|
|Destination Location||Click on the drop down arrow next to the Dest. Location field to choose where you would like to locate the file|
|Source File||Click on Upload to navigate to where your document is stored and click OK. This will enter the path into the Source File field|
|Description||Enter a full description of your document|
|Keywords||Enter a keyword in this field to help describe your document|
|Date Received||Enter the date you received the document|
|Date Sent||Enter the date you sent the document to the client|
|Job Name||The program will automatically fill this in based on the Name of your job|
|Company|| Click on the to bring up the Company search screen. If you need to enter a company name for reference, this can be done here.
For example, if you have another company do your CAD drawings, this can be entered here.