BIZZ WIZZ
DOCUMENT MENU

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of SaleBusiness Name , DiaryWages , Document Manager , Unlock , Backup, Memo

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

Document are saved for each Contact or Part or sub-Group or Invoice or Order  Depending on Where you are in the software.

The First Button is the Customers Documents button, the name on this button will change depending on  where the doc manger is loaded from. The rest of the buttons are for your template documents (My Letters), (My Templates).....
Your templates can be copied and edited then saved into the customers documents as a new document by using (load as new copy).

Documents-  There are six buttons + exit on the Document Manager page. They are:

[Add Document] -
Click here to go to the [Open Dialogue] popup. You can select the file you wish to save as a document.
When you select the file and click the open button, a small box shown directly below will open asking you if you wish to change the file name.  The second drop down combo allows you to save the document to the document manager folder of your choice. Pick the correct folder, then in the next text input box you can give the document a note about the document in 50 characters. If yes, enter the note and then click on the [OK] button.
The document will be saved to the Document Manager.
 
You can also Drag and Drop a file into the Document manger to add it.

[Load as New Copy]- This button allows you to duplicate a document eg.( if you have a template of a form which you would like to fill out for a client.  Use this function to copy the form to their folder before you edit.)  Highlight the document you wish to copy and click the Load as New Copy button.   A small box shown directly above will open asking you if you wish to change the file name.  The second drop down combo allows you to save the document to the document manager folder of your choice. Pick the correct folder, then in the next text input box you can give the document a note about the document in 50 characters. If yes, enter the note and then click on the [OK] button.
The document will be saved to the Document Manager.

 [Add Web]- Click to open the [Add Email or Web Address] page. You can only enter either an Email Address or Web Address. Enter the address in the [Input Web Address] field and then click on either the [Email Address] or [Web Page Address] circles.
There is also a [Note] field if you need to add more detail.


 

Change Note Button  Clicking on this button will allow you to change the note in the document file you have selected.

 [Delete]- When you click on Delete a pop up box will ask [Do you wish to delete this Document]. You have two options. Click on [Yes] to delete the Document and the link, or click on [No] to delete the link only. If you change your mind, and don't want to delete the Document, then click on [Cancel]. 
 

[Load Document]- When you click on Load Document, the Document that is highlighted in the Document Manager will open for your perusal.

     
Exit Button  
The exit button will exit the document manager and return.  The Document button in the application you launched the document manager from will be highlighted in Blue showing  that there is a  Document in the Document manager.