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Documents

Documents and emails can be attached to various modules and the documents attached are stored in the Jiwa database. Documents can be added to this grid by selecting from the screen attached to the Filename field or using the 'drag & drop' functionality of Windows to copying in documents from other sources - e.g. Outlook.

Field	Description
Type	Populated with the default record from the Sales Order Notes Type form. Change by selecting from the list box
Description	Details of the document attached to the sales order
Full Path	Path and filename of the document attached to the sales order
Last Modified Date	Server date that the Document was inserted or changed – not the user login date
Last Modified By	Name of the user who inserted or modified the document record

Once attached to the record, Documents can then opened, emailed as an attachment or extracted. Right mouse anywhere in the line and select from the menu.

Extract To - allows you to save the document to a different directory and file name
Extract To same directory - allows overwrite
Open - to view the document in the program it was created in
Email as Attachment - opens an Email Maintenace record, attaches the document to the email and needs you to complete the email information e.g. From, To, Subject etc. Saving sends out the email and saves a copy of the email in the Email Maintenance form under System Email Maintenance Email

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