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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Attaching Document

My-CRM has the facility to attach or scanned documents to contact or project records. Click on the Activity tab and select the notes/history tab as shown below

Activity

Click on the "Attach a document" button to be presented with the following screen

Document Attach

You can either select a file that already resides on your hard drive or click on the scan button to aquire a document from a Twain compliant scanner

Select Source

Once a document has been attached click on the "Launch" button to open it

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