Document Management

OBJECTIVE

The Document Management option is used to centralize and organize various documents for a customer, project, supplier, order, etc. It is also the option that allows the user to enter and view any document related to certifications for Bill 28 (Attestation de Revenu Québec).

This option allows the user to create documents in different formats and make them available to users with access to the option. The documents are stored in a maestro* database and are not accessible via the network.

 

Only documents which respect the list of permitted extensions in maestro* (and maestro*MOBILE if applicable) can be added to the Document Management. The extension list is defined in the General Settings, Documents tab.

Document Management is accessible from any of the Maintenance screens (Customer Management, Supplier Management, Human Ressources Files, etc.) and from transaction screens by clicking the Documents icon.

Document Management can be used with or without the Contact Management module.

 

PREREQUISITES

 

Icons

ClosedDocument Management Icons

 

Steps

Sections of the Document Management window

Document Management is broken down into five (5) sections:

Sections

Description

List of Documents

This section shows the documents stored for a transaction in Document Management.

By default, the documents are classified by document category.

NOTE: You can customize the display by clicking the Display Related Documents icon.

Detail

This section identifies the document for the purpose of classifying and facilitating searching.

Summary

This section displays a summary of the document created to facilitate searching.

Keyword

This section displays the defined keywords for the document from the Define Keywords option of the Tools menu of the window.

Document

This section is used to change or view the document directly depending on the application used and the user's access rights.

  • For documents from Words or Excel, the following programs must be installed on the user's workstation.

NOTE: Word and Excel documents can be viewed and changed directly from the Document section.

To open the documents in Word or Excel, click either the Edit in Excel or Edit in Word icon. The document is then no longer visible in the Document section. To redisplay the document, simply save the document and click in the Document section.

  • Documents created with Notes, Multi-line Note Field (Not formatted) and WordPad (RTF) do not require external programs.

NOTE: They can be viewed and changed directly from the Document section.

  • PDF documents and images (.bmp, .jpg and .gif) can be viewed directly in the Document section without the use of an external program.
  • For other types of documents, a link is displayed in the Document section to open the document with the external application associated with it if installed on the user's workstation.

 

 

The sections can be moved on the screen according to the user's preferences by clicking the section headings and moving around with the mouse.

 

Create a document in Document Management

  1. Click on the appropriate icon, based on the format of the document that is created:
  2. Enter the required information in the Detail section:

Field

Description

Counter

Counter number from Document Management automatically attributed by maestro*.

Key

Internal key used to identify the source of the document for information purposes.

Filename

Filename assigned by maestro*.

Category

Category from Define Document Categories used to classify the documents.

NOTES: If a Template or Document Form was configured in Define Document Categories, maestro* displays the Do you want to create a new document from the template? message. Answer Yes to create a document.

Reminder Date

The date on which the user wants to follow up.

NOTE: When entering a reminder date, the document will be visible in the maestro* Events Calendar. It is possible to filter the documents based on the reminder date in Document Inquiry and Customer Documents.

Date Completed

Date on which a document was completed.

NOTE: It is possible to filter the documents based on the date completed in Document Inquiry and Customer Documents.

Assigned to

Used to assign the document to a user’s Events Calendar.

NOTES: The document will be assigned and visible in the Events Calendar.

If the Notify user by email when a document is assigned box is checked in Security Management (Access Restrictions tab, Documents section), the identified user will automatically receive an email when they have an assigned document.

Assignment List

Used to assign a document to multiple users.

NOTES: The document will be assigned and visible in the Events Calendar.

If the Notify user by email when a document is assigned box is checked in Security Management (Access Restrictions tab, Documents section), the identified users will automatically receive an email when they have an assigned document.

Search Tag 1 to 3

Used to enter keywords for identifying the document and for conducting quick searches in Document Inquiry.

Modification Date

Displays the date the document was last modified.

Include in Mass Mailings

Used to include the document in Mailing Management.

NOTES: The document remains available for mailings as long as the box is checked.

When the box is checked and the document is added to one of the Mailing Configuration options, it will be included into the list of transmitted document.

Document Type

Available values:

None

Is not a specific document type.

EDI

Is an electronic data exchange document.

Table

Indicates to which transaction this document is linked.

NOTE: The following field is for informational purpose only; it cannot be modified.

  1. Click Save.

 

See also

 

Last modification: November 07, 2024