Store document references for the inventory

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Store document references for the inventory

Document Index is where you can store documents for reference. When you store documents in Document Index, each user that has access to inventory can view them, so it is easy to keep up-to-date. You can save all heat documents, as well as Microsoft Outlook emails and their attachments, in Document Index.

To access Document Index in the Inventory module, do the following:

  1. In the Inventory dialog box, click the Inventory ribbon tab.
  2. On the menu, select Document Index.

The Document Index - By Category dialog box opens. Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.

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