Documents Tab
This section describes the fields and actions on the Documents tab of the Contact Companies workspace
Tab Fields
Field | Description |
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Document | This field displays the name of an attached file, which you can also click to download the attachment. |
Document Type | This field displays the document type of the attachment. |
Size | This field displays the file size of the attachment. |
Remarks 1 | This field displays a description or any notes about the attachment.
Update the information as needed |
Tab Actions
Button | Description |
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Attach Documents | Click this action to attach a document to the current contact company. |
Click this icon 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 this icon 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 this icon to maximize the table view. Click this icon to restore the default display size of the table. |
Click this icon to open the Customize Columns window. | |
The Row Tools icon allows you to add lines/information to the lines of a record. For document lines, choose from the following actions:
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- Related Topics:
- Document Assistant
Use this assistant to view and download documents.
Parent Topic: Contact Companies Fields