General Documents

Articles

General Documents Overview
General Documents are attached from the main application tree of the SedonaOffice application.  A General Documents is a location of where you may store company related documents to which your employees will have access.  Documents such as company p...
General Documents-Add
The Add button is used to attach an existing document to the list of General Documents.  An existing document could be a MSWord document, and Excel workbook or any other file  type that is currently saved on your computer hard drive or in a public f...
General Documents-Close
Clicking the Close button will close the General Documents list. ...
General Documents-Edit
If the User has General Document Edit permissions, the User will be able to make changes to the Description, Security Level and Document Type information for an attached document.  Follow the steps below to edit existing documents located in the Gen...
General Documents-Delete
f the User has General Document Delete permissions, the User will be able to permanently remove a document from the list.  Follow the steps below to delete an existing document located in the General Documents list. 1.  To Delete an existing General...
General Documents-Scan
Document Scanning may only be done if your company has purchased this add-on feature.  Follow the steps below to Scan and add a document to the General Documents list.  Note:  The scanning illustrations assume the User performing Scans has a scanni...
General Documents-Search
Clicking the Search button will open the Document Search form.  This form is used to locate a document based on the User search options selected in the header area of the form. The User must select at least one of the Search In options then type in ...