Documents

• The same documents can be linked to multiple areas in the system.
• Documents functionality is available in the following modules companies, contacts,
  jobs, stages, tasks, enquiries, quotations, sales orders, products, purchase orders and shipping modules.
• The documents module has the ability to track version numbers and create new revisions.
• User’s can interact with documents within the database like PDF’s, audio and video files.
• Users can email documents from the document module directly.
• Adding a document to a record automatically copies it to the relevant location on the server (if being hosted by FileMaker Server) or the default ‘Documents’ location on the users computer if using the single user version.
• Multi Versioning control allows users to to manage traceability and ensure effective control of important documents.
• Read Pdf documents full size without having to leave the document module.
• Other document management features available on request via customization.