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.
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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 and Notes option in Docs Prefs for Filesharing.
To set your Docs Prefs:
1. Go to the Employee toolbar to My Prefs
2. For Docs Prefs choose Documents and Notes
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 Documents and Notes
3. Click OK to save the Company Card
To use the Docs tool:
1. Click the Docs button on a transaction's toolbar
2. Click Add (+) to add a Document
3. Click Capture to activate Capture Window on the Mac
4. Click any window to capture a screenshot of the window
5. Type any name and click OK to save
6. Click OK to save the transaction