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
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Docs Prefs let you choose how to use the Docs tool.
Choices for Docs Prefs are:
• System Setting
• Hide
• Documents
• Documents and Notes
To set your Docs Prefs:
1. Go to the Employee toolbar to My Prefs
2. For Docs Prefs choose a setting
3. Click OK to save My Prefs
To set Docs Prefs for your company:
1. Go to the Company card to the Company Prefs tab
2. For Docs Prefs choose a setting
3. Click OK to save the Company Card
To use the Docs tool:
1. Click the Docs button on a transaction's toolbar
2. Double-click to open a Document
3. Click Add (+) to add a Document
4. Click OK to save new Documents
5. Click OK to save the transaction with new Documents (or Cancel to discard)
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