Stored Documents - Revision history

Marks at 20:56, 16 February 2016

2016-02-16T20:56:42Z

Marks at 20:43, 16 February 2016

2016-02-16T20:43:29Z

Amy at 15:17, 4 June 2014

2014-06-04T15:17:32Z

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..."

2011-06-21T16:27:29Z

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..."

New page

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 [[File:button1.jpg]] 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.

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 ## Remote Desktop/RDP:  When directly remoted into the server you can usually copy a document on your PC and paste into the server for example on the server desktop.
 ## TSplus in HTML5 mode requires to upload the file to the server by selecting the file manager widget from the middle top.  Upload the file to the server.
 # Once the files is on the server follow instructions above to load into SME.

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 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.
@@ Line 8: / Line 9: @@
 #    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.
 #    If you check '''Store document in database''' then the document will be saved in SME folder structure. 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.

@@ Line 7: / Line 7: @@
 #    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.
+#    If you check '''Store document in database''' then the document will be saved in SME folder structure. 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.