Overview of documents

Under each document group you have a list of all the documents that have used this template (e.g.: Offer Scanner XL 3345).
 

1. Click on the document group you want to see in the menu and select Run.

2. The customers who have received the document will see the following screen:

 

3. Mark the document and right click with the mouse. The following menu appears:

 

 

Menu	Description
View document	Opens the selected document. NB! The document can not be changed.
Open document	Opens the selected document. Changes will be saved.
Delete document	Deletes the selected document
Save document	Retrieves document from the database and save it to a disk
Send document	Sends the selected document by mail. To use this function the mail component must be correctly set up, (see User Settings). The document can then be sent via Evatic or Outlook.

  Button to export the list to Excel.