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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.

You can reorder the list alphabetically by clicking on the header of the menu under the heading "File" file name. Clicking again invertirà order. Similarly, you can sort by category, for user uploaded file creation date and size.

To delete a file, select the box in the last column, and then click . Before you can delete a file that is bound to a form, a task or an opportunity you must modify the file by removing the link (select "no link").

Lower right illustrates the number of files, but the number of items listed in each list is limited ( (Account management), "Tustena Configuration" tab (Tustena configuration)). To view items that follow click on the number for the list page or on "Next" to switch to the next page. To go back a page click on "Previous". To display all files in a single page click on "All records".

By clicking you can view the file information: to download click ; to close the window click .

By clicking you can change the characteristics of the file; clicking will instead be can review memory uploading a new version. In both cases the procedure is similar to upload a new document.

In the column "R" will be brought the revision number of the file; clicking the number you will be able to see all versions of the file.

You can download it by clicking on the name of the file.

Documents in Anagrafica

in this section you can manage documents relating to the company.

To attach a new document click .

To view a document click on the name of the file in the "File" column.

To view previous versions of a document click the revision in the "R" column number.

To edit a document (eliminating the previous copy) click on "Edit".

To review a document (keeping in memory backward) click "Review".

For more information about loading or editing documents go on (Documents).

Documents in projects

in this section you can manage documents relating to the company.

To attach a new document click .

To view a document click on the name of the file in the "File" column.

To view previous versions of a document click the revision in the "R" column number.

To edit a document (eliminating the previous copy) click on "Edit".

To review a document (keeping in memory backward) click "Review".

See section (Documents) for more information about loading or editing documents.

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