Attaching Documents
When attaching a document to a record (submitting the document into the ManagePro document management system),
the user is provided with the following entry screen.
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Browse to the location of the document
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Enter "Title" and description (optional)
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Either Store the document in the SQL Database or Attach the document as a link
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Note: When clicking Private, only users assiged to the record where the document is attached will have visibility
Field Descriptions and Options:
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Attach Documents: Browse opens a Windows Explore window for the user to navigate to the drive and folder the document is currently located.
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2.
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Title: The name by which the document will be filed.
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3.
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Description – The description and key words by which the document may be searched
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4.
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Store the document in the SQL Database - Enters the document into the ManagePro document management system.
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5.
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Attach the document as a Link- Gives visibility to the document title and description, but creates a link to the document on the user’s LAN or local drive instead of entering it into the document management system. If other users do not have access to the drive to which the link is pointing, they will not have access to the document.
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