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Exact Globe+   
 

Maintain documents

Menu path

CRM > Entries > Documents  

Introduction 

In Exact Globe+, you can classify a document as an input or output document depending on the creation method. An input document is a document that is created and stored in the database by users through the process of scanning, importing from Microsoft Outlook, or when you select files from local directories. Output documents are generally created by the system during various computerised business processes or entries. For example the delivery note, payroll slip, sales invoice, and others. In this screen, you can view detailed information of a selected document and update the information if the selected document is an input document. In this screen, you can also:

  • scan a hardcopy document and save it as an input document,
  • import an email message as an input document,
  • view the selected document,
  • print the selected document,
  • send the selected document as an attachment through email,
  • obtain an overview of other related documents,
  • create activities that are related to the selected document,
  • create financial entries that are related to the selected document,
  • delete the selected document, or
  • save the changes made to the selected document.

What version are you using?

The information in this document applies to product update 502 and higher. If you have versions lower than this, certain features explained here do not apply.

Edit documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Make the necessary changes.
  8. Click Save.

Delete documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Delete. You will see the message “Delete Document?”
  8. Click Yes.

View document entries

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Entry.

Keep in mind: The Entry button is only enabled if the document type and account type is an input document.

Create document activities

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Entry.
  8. Fill in the fields.
  9. Click Save. For more information, see Creating and maintaining CRM activities.

Generate an overview of the related documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Related.
  8. Select one or more check boxes.
  9. Click Display.

Email documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click E-mail.

Print documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Print.

View document attachments

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Attachment.

Import email messages as input documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Import.
  8. Select an email message.
  9. Click Generate.

Keep in mind: The Import button is only available if the selected document is an input document.

Scan a hardcopy documents and save them as input documents

  1. On the CRM > Entries > Documents page, define the search criteria.
  2. Click Refresh.
  3. Select a document type in the overview.
  4. Click Zoom.
  5. Select a document in the overview.
  6. Click Open.
  7. Click Scan.

Keep in mind: The Scan button is only available if the selected document is an input document.

Fields

Buttons

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 09.367.725
 Assortment:  Date: 09-05-2023
 Release:  Attachment:
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