Working with Document Tracking
Important!
- The program displays Document Tracking (formerly called Attachments) only in specific windows and only if you have used Document Tracking with those windows previously.
- Document Tracking tracks file information associated with a record. Its functionality is different from that of Attachments, in which you attach files and/or links to records directly. For more information about Attachments, see About file and link Attachments on records.
Document Tracking provides a way for you to track file information associated with a record. Document Tracking keeps track of many different type of files, such as DOC (Microsoft Word), a JPG (graphic), PDF (Adobe portable document format), XLS (Microsoft Excel), and so on.
A Document Tracking record must contain a Description, and may contain the following:
- Number of Copies sent
- Return, yes or no?
- Any Notes about the file being tracked.
To enter file information
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1
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On the Options menu, click Document Tracking. |
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In the Document column, enter the name of the document. |
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In the Copies column, enter the number of copies sent. |
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In the Return column, you can indicate whether the document has been returned or not. Type Yes if the document has been returned, or No if the document is still out. |
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In the Note column, double-click a cell and type a note as required. |
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On the File menu, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.