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 document 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 third icon, Link to an existing document . The Open window appears.
Navigate to the document you want to link to, select it and then click Open. A link to the document 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 directory
How to remove document links
© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.