ID #1050

Adding a document path for document management

To manage the documents used by the system and system users, the preferred path should be entered for each module within BusinessMan:

  • From the Main Menu
  • Click System module
  • Click Company Details tab
  • Click Document Locations tab

From here, the document paths can be set for each module.

A sensible and easy to follow document path can easily be created making all files extremely easy to backup. All files will be stored on the file system on the server (or PC) in a logical fashion.

Files will be available to all system users on the network, providing that they have access to view/open the document.

Note for Mac users: You will need to specify the server in multi-server environments.

Tags: Document, Management, Setting

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