Document Archives Single Dialogs Workspace

Use this workspace to create document archives in which you can store non-Maconomy files, including correspondence, presentations, spreadsheets, and so on.

The files can be of any format, such as Microsoft Word, Excel, PowerPoint, and others.

You can assign an archive to an employee, customer, job, sales order, or other entity, or to an event flow. For example, you can create a document archive for each employee that contains the employee's CV or resume and employment contract.

When you create an archive, you can assign it to employees, customers, jobs, event flows, quotes, sales orders, and assets.

For example, by assigning an archive to an event flow, you can keep track of the documents that are relevant for the entire flow. Another example could be to assign a document archive to each employee in the company that contains files like the employee's CV and employment contract. For each document archive you can assign an access level to restrict the use of the archive. You can also print the archives.

In the Document Archives tab of this workspace you specify the number and name of the archive in question. In the Documents sub-tab, you specify the documents to be assigned the current archive. When you create a line and press Return, Maconomy displays a dialog box in which you can choose the file you want to assign to a line in the document archive.