Documents Tab
This section describes the fields and actions on the Documents tab of the Company Vendors workspace.
Tab Fields
Field | Description |
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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 |
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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:
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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. |
- Related Topics:
- Document Assistant
Use this assistant to view and download documents.
Parent Topic: Company Vendor Fields