Revision as of 16:27, 21 June 2011 by Amy (Created page with "On the Stored Documents tab you can link documents related to the order. '''To link a new document''', first make sure the document is saved. Your SME Administrator may have a s...")
On the Stored Documents tab you can link documents related to the order.
To link a new document, first make sure the document is saved. Your SME Administrator may have a specific folder you should save your linked SME documents in.
- Click New.
- In the Stored Documents Options window, click in the File Name field.
- Browse to the saved file. Select the file and click Open.
- It is optional to enter a description. Entering a description may make it easier to locate a specific file if you have multiple files linked in the Stored Documents tab.
- Only check the Store document in database if your SME Administrator advises you to. If you check Store document in database, your SME database has the potential to get very large. If you do not check Store document in database, if you delete the document on the file server, SME will not be able to open the file anymore.