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documentbuttoninvoice

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Documents Button

The enhancement improves the documents feature and extends the invoice screen to include a documents button along the top menu bar. The clients can now quickly import and link documents and have the ability to add the documents directly to the invoice to allow for easier access and upload.

To enable this option, in an invoice, select options, invoice options, and attached documents, i n the File menu, select settings and click on the menu option to Show Documents button on the POS. This will then show the documents button on the top toolbar menu.

Note that the option to store PDF documents as PDF instead of OLE is for another customer's PDF filler enhancement as well as a temporary fix to help with cloud PDF viewing. It is not part of the SRS, but can benefit customers using the document feature enhancement.

documentbuttoninvoice.1611975363.txt.gz · Last modified: 2021/01/29 18:56 (3 years ago) by jbalasabas