Document Index

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Document Index

Document Index is a place for storing files to be shared among other users with access so that everyone can easily keep up to date.

Every module, with the exception of Inventory and Order Entry, have their own Document Index area that allows various kinds of files to be stored within the appropriate module. For example, you may store design drawings in the Estimating document index and order acknowledgement files in the Purchase Order document index.

The structure of the Document Index can be customized for each module to define the required document categories and sub-categories.

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