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 setup. (7009)

Documents and Notes features include a Docs folder on every transaction where you can Add, Drag & Drop, or Paste any files you want to keep, share with others, Send as email attachments, and more.


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  Chapter 14 Documents

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