The Document List

View - Document - Document List

The Document list gives an overview of all or selected documents you and other program users have created. There are several functions to help you sort the list so that you can easily find what you are looking for. There are also search functions available that could be useful when searching among a large number of documents.

You can create new or edit information regarding documents in the Document List.

Delete: Here you can delete the selected document(s).

By using the Filter Settings in the toolbar, you can define an advanced selection, doing this will override the individual filters at the top of the window (see below).

Import documents: Documents created externally of Mamut can be imported into the Document register. Documents registered on contacts are automatically imported to the Document List while documents sent to you from your contacts can be imported manually.

Document Templates: A document template is a document type containing predefined information about font, size, logo, margins, header, footer and fixed text. Using document templates is a convenient way of creating documents which are similar in style.

Convert to PDF: Create a PDF copy of your documents.

Send e-mail: You can send documents as e-mail attachments from the Document List. Select the check box next to the document(s) you want to e-mail and click Send e-mail.Your default e-mail editor for Mamut Business Software will open with the selected document(s) attached.

Tip! You can select the default e-mail editor for your user via View - Settings - User - Settings per Module - Outlook. Read more in Outlook Integration.

Send fax: In order to send documents by fax in Mamut Business Software, you must first install WinFax and register the contact's fax number on the contact card.

Tip! By right-clicking on the document in the list you can open it, print it out, edit the document card, or send the document by e-mail or fax.

Create Activity: By clicking on the arrow to the right of the Create activity button you can create customised activities for which you can decide the content and which modules the activity template should be available in.

In the User Settings for documents, you can define which columns should be displayed in the document list. You can also define the layout and function of the document card.

The filters in the document list

At the top of the window you will find several filters that will limit which documents are displayed. Changes in the filters will display once you click Update or use the [F5] button.

Document type: Shows a particular type of document in the window, such as internal documents, documents for employees or documents for contacts, project documents or those marked private.

Author: Shows all documents drawn up by a particular user.

Project: Shows all documents belonging to a particular project.

Status: Shows all documents with a particular status.

Selecting All deactivates the filters.

Remember to click Update when you have altered a filter.