SedonaDocs

SedonaDocs is SedonaOffice add-on module that must be purchased to be able to attach or scan and attach documents in various areas of the application.  This feature was designed to assist companies in going “paper-less” within their office environme...

Prior to implementing SedonaDocs, written policies and procedures should be established by your company and communicated with all SedonaOffice Users who will be using SedonaDocs. Things to Consider File naming conventions – It is important to es...

Existing Documents and Scanned Documents may be attached to an Employee record; the User must have access to SedonaSetup and the Employee setup table.  To add a document to an Employee record, follow the instructions below. 1.  Open SedonaSetup and...

Existing Documents and Scanned Documents may be attached to a Job record.  When documents are attached to a Job, they are stored in the Job documents folder on the Customer Explorer.  To add a document to a job, follow the instructions below. 1.  Op...

Existing Documents and Scanned Documents may be attached to an Inventory Part.  To add a document to a Part, follow the instructions below. 1.  Open the Part where a document will be attached. 2.  Once the Part record is open, select the Documents o...

Existing Documents and Scanned Documents may be attached when receiving a Purchase Order.  To add a document to a Purchase Order receipt, follow the instructions below. You may use this same procedure to attach a document to a Purchase Order. 1.  Wh...

Existing Documents and Scanned Documents may be attached when receiving a Purchase Order.  To add a document to a Purchase Order receipt, follow the instructions below. Existing Documents and Scanned Documents may be attached to a Prospect record.  ...

Existing Documents and Scanned Documents may be attached to a Service or Inspection Ticket.  When documents are attached to a Service or Inspection Ticket, they are stored as System documents on the Customer Explorer.  To add a document to a Service...

Existing Documents and Scanned Documents may be attached when entering an Accounts Payable Bill or Vendor Credit.  To add a document to a Bill, follow the instructions below. 1.  While in the [A/P] Bills form, once all information has been entered f...

Existing Documents and Scanned Documents may be attached to a Vendor record.  To add a document to a Vendor, follow the instructions below. 1.  Open the Vendor record where a document will be attached. 2.  Once the Vendor record is open, select th...