Contacts-Documents

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This portal shows a chronological history of all contact related documents. Documents associated to contacts or projects reside on the file server. You can access them directly from the portal, provided you have the program necessary to open the document (for example, Adobe Reader, Microsoft Word, etc.).

 

Documents Grid View

 

Edit:

Click the row to edit or view details of the selected document.

 

Delete :

Click to remove the selected item from the portal.

 

Sort:

Any column header can be selected to sort information by that category.

 

Documents Button Panel

Filter

Use the filters on the button panel to narrow the list on basis of file type, project and the user that created it.

 

Action

 

Help:

Opens the ArchiOffice 2016 Help in the Contacts section.

 

New:

Select this option to create a new document.

 

List:

Select to view all contact documents.

 

Find:

Select this option to search for documents associated with this contact resulting in a Found Set displayed in the Documents List View.

See Also