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Chapter 14 Documents

Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.

This Chapter provides steps for
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Docs Screen Capture

Attach a screen shot of a window to any transaction in Big Business. This video shows how to capture a screen shot of a window on macOS or Windows. (6750)
(Up) Chapter 14 Docs Folder


Screen Capture on Mac

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.

This solution provides details. (7010)
(Up) Chapter 14 Docs Folder
Docs


Screen Capture on Windows

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).

This Solution provides details. (7011)
(Up) Chapter 14 Docs Folder
Docs Prefs
Docs


Documents on Lists

Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.

This Solution provides an example for use. (7021)
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Stored Documents

Big Business automatically stores Documents that you Attach:
• from the Folder tab on Customer, Vendor, Item, Contact, or Employee
• from a Note, to yourself or another user
• from the Docs Folder on transactions like Quote, Order, Invoice

Big Business automatically shares Stored Documents so they are available:
• to any Big Business Client, on Mac or Windows
• to the Note recipient
• to re
(Up) Chapter 14 Docs Folder


Docs Prefs

Big Business 10 adds the Docs tool for all transactions. Docs Prefs let you choose how to use the Docs tool.

Choices for Docs Prefs are:
• System Setting
• Hide
• Documents
• Documents and Notes

This Solution provides details. (6589)
(Up) Chapter 14 Docs Folder
Docs


Docs Features

Big Business 10 adds the Docs tool. Docs Prefs let turn on the Docs tool.

Big Business 10.11 adds Drag and Drop for the Docs tool and Docs window.

Big Business 10.15 adds Paste to the Docs window.

This Solution provides details. (6646)
(Up) Chapter 14 Docs Folder
Docs Prefs
Paste Docs


Paste Docs

Big Business adds Paste to the Docs windows. Click to paste:
• a File copied from your desktop or email attachments
• a Picture copied from email, web browser, photo or picture program
• a Screenshot taken with Print Screen, Alt + PrtSc, Snipping Tool

This Solution provides details. (6670)
(Up) Chapter 14 Docs Folder
Docs Prefs
Docs


Unlock Docs

Unlock Docs is a customization to allow attachments for all entries including:
• entries locked by payment or other processing
• entries in Locked periods

This Solution provides details. (6726)
(Up) Chapter 14 Docs Folder
Docs Prefs
Docs



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