Documents Tab
This section describes the fields and actions on the Documents tab of the Mileage workspace.
Tab Fields
Field | Description |
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Document Name | This field displays the file name of any document uploaded to the Documents tab. This tab serves as an archive for the current mileage sheet, and you can attach any of the documents listed here to the lines of the mileage sheet.
Click on the file name to download the document. If you attach a document straight from your local storage, Maconomy automatically uploads this document to the Documents tab as well. |
Type | This field displays the document's file type/format-for example, .doc, .xls, .ppt, and so on. This field is automatically filled in by Maconomy and cannot be changed manually. |
Size | This field displays the document's file size (in bytes). |
Changed On | This field displays the date when the file/document was last modified. If the file has not been modified, this field displays the date when the file was uploaded to the Documents tab/attached to a mileage sheet line. |
Changed By | This field displays the name of the last user to upload the file/document to the Documents tab, or attach the file to a mileage sheet line. |
Remark | Enter any additional remarks in this field. |
Attached to Line | This field is selected if the document specified in the line is attached to a mileage sheet line. |
Tab Actions
Button | Description |
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The
Row Tools icon allows you to add lines/information to the lines of a record.
For lines in the Documents tab, choose from the following actions:
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Click to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click to maximize the table view.
Click to restore the default display size of the table. |
Click to open the Customize Columns window. |
- Related Topics:
- Document Assistant
Use this assistant to view and download documents.
Parent Topic: Mileage Fields