ID #1077

Document Management Overview

The Document Management module is integrated into all other modules easily allowing the sharing of business documents throughout the system. You may have important documents relating to the customer. These documents can be simply managed from within the database and will be associated with Customers, Prospects, Suppliers, Jobs, etc. The file location on the server is automatically created by BusinessMan and the file is uploaded at the push of a button.

Easy Find – It's extremely simple to find customers without creating complex queries. Just enter the "find" mode and enter what you're searching for in any of the relevant data fields. All the documents can be found under the Documents tab and can be viewed instantly by all users (given the correct privileges).

Tags: Document, Management

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