On the main toolbar click the Suppliers button .
The Find Suppliers page is displayed.
In the Search for field, type in the name (or part of the name) of the record you want to search for.
Click OK or press the [Enter] key.
The records that match your search criteria are listed in the window.
Double–click the record in which you want to add the directory link.
The Supplier page for the selected record is displayed.
Click the Documents tab to display it. The Document icons are displayed in the top left area of the window.
Click the fourth icon, Link to an existing directory . The Browse For Folder window opens, displaying the folders in your local drive.
Navigate to the directory you want to link to, select it and then click OK.
A link to the directory is created and displayed in the Documents tab.
How to search for and open a supplier record
The Supplier page
How to view supplier details
The Documents tab
How to add a new document template
How to add a new document from a template
How to add a link to an existing document
How to remove document links
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