Documents Tab

This section describes the fields and actions on the Documents tab of the Company Vendors workspace.

Tab Fields

Field Description
Document

This field displays the file name of any document uploaded to the Documents tab.

Click on the file name to download the document.

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 kilobytes).
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.
Changed by This field displays the name of the last user to upload the file/document to the Documents tab.
Remark Enter any additional remarks in this field.

Tab Actions

Button Description
Attach Document Click this action to attach a document to the current company vendor.

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:
  • Update Document
  • Delete Document
  • View Document
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.

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.

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.