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.
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 pre-defined 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. This feature is also available
from all modules containing the Document
tab.
Tip! By right-clicking on the document
in the list you can open it or print it out, for example, or send it 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.
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