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 results that match your search criteria are listed in the window.
Double–click the record you want to open.
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 second icon, Add a new template . An MS Word template opens in a new window. In addition to the standard MS Word features, the template contains an additional drop down list:
Insert Merge Field.
Select the fields you would like to use in the document template and then save the template in the location defined in the templates path set up in the Back Office>Maintenance>System>Document Creation Settings.
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 from a template
How to add a link to an existing directory
How to add a link to an existing document
How to remove document links
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