Contact Management Tab: Documents

View - Contacts - Contact Management - Documents

The Documents tab gives an overview of all documents related to the contact. Documents can include letters, minutes from a meeting, contracts, faxes etc. All documents that you create from this tab will also be available from the Document module. Here you can create new and edit existing documents. By right-clicking a document in the list you can choose between opening, printing or sending it via e-mail or fax. You can also import documents to the list.

Click New to create a new document.

Note! If you create a merged document and try to delete it while a contact is linked to the merged document, you will receive a warning saying that the document will be deleted for all contacts linked to it. This will give you the opportunity to cancel the action unless you actually want to delete the document for all linked contacts.

.With the help of the Link button, you are able to link documents to the contact. When you have selected a document and clicked OK, a window will be displayed in which you can enter more detailed information about the document.

Note! You cannot unlink the contact from the document by clicking the Delete button. If you click Delete, a message box will inform you that the document will be deleted from the system and the computer if it does not contain any other links. If you want to unlink the document, you must click Edit instead. You must then navigate to the Contact tab and click Delete in order to delete only the link (and not the entire document).

.Click the Edit button in order to edit existing documents.

Open the selected document.

Here you can Delete the selected document(s). Documents with a link to other areas will only be unlinked from this location.

Click the Import document(s) button to import documents stored on your computer.

Click the Refresh button to update the document information.

Via Send e-mail you can send documents directly to the contact: 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. Note, that you cannot attach merge documents.

Any notes registered on the selected document are displayed below the list. Click the Expand Note Field button in the lower right corner to display the entire text.

Find out more about documents Document Card Properties.