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Documents section allows you to upload, download, see, change or review files. To upload a new document ( New file ) click on "New file". You can search the documents by entering a keyword in the field "Search" and clicking ; research may be extended to the content of documents by selecting the appropriate box. Only documents belonging to that category by selecting a category in the list are grouped. Clicking the icon next to a category, you can select its sub-categories. [...]
This is the manual in English!
For a complete list of all the pages available val in the list pages "' Searches for the manual" '
Index Introduction Admin - first run - SETUP Company Groups Offices Protocol Configuration Options - company profile Menu Configurations Options Areas Logos Companies evaluation Currencies Progressive companies Progressive contacts Address types Default titles Links Maintenance Management rules Wizard WebGate Sales Taxes Payments Progressive quotes Deliveries Banks Progressive [...]
New prior to documents
By clicking on "New preventive documents" will be can catalog file existing estimate. The main difference estimates to documents [...]
[...] "opportunities details" section will report the sum of the final prices inserted articles. In the section "My documents" can manage documents [...]
[...] Orders ). To create a new preventive click on "New preventive" ( New preventive ), to load a quote documents click on "New preventive documents" ( New preventive docu ). To search all estimates that meet certain conditions for fields in a timely manner in the "Filter" section of the sidebar, bearing in mind that: to set the time restrictions, select if the date of the estimate should be less than or equal (≤) ), uguale≡ ) or greater or uguale≥ ) the date of reference to be following in the "Date validity" pane: you can manually type the [...]
[...] products tab referred you is when you quote. To attach a document in PDF previously loaded into ( Documents )) click and select the desired file. To attach more documents [...]
[...] data will be saved and you will create a new activity; to attach a document (already exists in ( Documents )) click activity: enter a key search, select a category, and then click after which select the document you want; to remove the link to a document click ; If you wanted to broaden the space available for the description is just click ; to select the user that will be assigned task click : insert a possible search, click key and select the user; to insert the date of the task, type the date in the text box, or click icon and select the desired day [...]
[...] products tab referred you is when you quote. To attach a document in PDF previously loaded into ( Documents )) click and select the desired file. To attach more documents [...]
[...] section by selecting the appropriate boxes and clicking . You can attach files to the project on "My documents" ( Documents [...]
[...] for Protocol activities gradually distinguishing Office or globally; set "Letter indicating incoming documents": to define the letter indicating all docuemnti incoming appears default; set "Letter indicating outbound documents": [...]
[...] In this section you can set types of payment used in company for them quickly insert in the various documents for sale. "' Payments:" '
Assets: serves [...]
[...] menu deals with management products catalog, among other things enabling inclusion in commercial documents of the menu tabs.
[...] definition that restricts in part the potential hidden strokes from the ease of use of this program. This manual was born from the desire to make explicit [...]
[...] It is therefore fundamental configure Tustena appropriately before taking usage. This section of the manual aims to explain step by step the path that [...]
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In this section you can set delivery used in company types for them quickly insert in the various documents for sale. To insert an entry fill the box [...]
[...] return to the management companies click . Saved once the opportunity you can complete it by adding documents, products, contacts, etc.
[...] the rescue of the mail will be added to those existing; to attach a document (already exists in ( Documents )) click activity: enter a key search, select [...]
[...] search, click key and select the user; You can attach a file (previously loaded into the section ( Documents )) to the email by clicking on : insert a [...]