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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)
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)
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)
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)
Docs Prefs
Docs


Docs Fixes

Big Business 10 adds the Docs tool allowing you to attach External Documents to any transaction in Big Business. This is handy for PDFs of POs, scanned docs, and more.

Big Business 10.22 fixes File Names with slashes.

This Solution provides details. (6745)
Docs Prefs
Paste Docs


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)


Share Forward

Share Forward is the feature of the Docs tool that lets others view or download your attachments when they convert your Orders to Invoices. This is handy when they have question about the customer's PO and you've been thoughtful enough to attach a copy right there. It also works for you to look back at your Order and see any attachments to the Invoice(s) such as shipping docs.


This Solution p
Docs


Docs Not Found

You can Copy a file from your Desktop or any folder or directory and Paste it into Docs. The Docs Not Found alert will appear if the document cannot be found.

This Solution provides details. (6886)
Paste Docs


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



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