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Profile Your Document
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Additional Document Management Functionality
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Adding Documents
Creating New Internal Documents
Profile the document you are about to create (see section
4.3.1
).
Create a document and attach it to the 'Document Card' by one or more of the following methods (see section
4.3.2
):
Scan a document.
Create a new Microsoft Office document.
Attach a file from your computer.
Create a new template-based document.
Use the buttons at the bottom of the document card screen for additional document management functionality (see section
4.3.3
):
Send an outgoing document as an email attachment.
Set a document reminder.
Manage document versions.
View outgoing documents.
Attach more documents or files to the document card.
Delete documents from the document card.
Subsections
Profile Your Document
Create a Document
Additional Document Management Functionality
Next:
Profile Your Document
Up:
Adding Documents
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Additional Document Management Functionality
Contents
DocPoint, Document Management Software, Do-It! Software Ltd.