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tipstricks


How do I link documents and files to Triumph Master Accounts?

Having quick and easy access to key documents from within Triumph is a real timesaving feature. Linking documents such as customer contracts and agreements, product brochures, diagrams and handling instructions is easy. With the B2B eCommerce module these documents can also be securely displayed and accessed by your customers.

Documents can be linked to master accounts for:

  • Debtors
  • Creditors
  • Stock Items
  • Jobs
  • Fixed Assets, and
  • B2B eCommerce

These documents can either be local files like Word Documents, Excel Spreadsheets, Graphics, or PDF’s, or Internet/web based documents such as a webpage or a file on a web server.

Local document may be opened or printed directly from Triumph and web documents can be viewed.

Continue on to learn how to;

  • Mange Local Documents
    • Add a document
    • Open and Print a document
    • Remove a document
    • Add multiple files at once
  • Manage Web Documents
    • Add a document
    • Edit a document
    • View a document
    • Remove a document
  • Common Document Options
    • eCommerce Setup (Debtors Acccounts and Stock Items only)

Manage Local Documents

In the account maintenance, select the ‘Documents’ tab and the ‘Local’ tab.

howdoilink1

  • Add a document
    Click the 'Link' button to add a document. This will open a file selection dialog, find the document and click ‘Open’.
    howdoilink2
    The selected file will now appear in the list of documents.
    howdoilink3
  • Open and Print a document
    Click the 'Open' or 'Print' buttons to open or print the selected document.
  • Remove a document
    Click the 'Unlink' to remove a document from the list, this will only remove the link and not the physical file.
  • Add multiple files at once
    Multiple files can be added at once by selected multiple files in the Windows File Explorer and dragging and dropping them into the document list.
    howdoilink4

Manage Web Documents

In the account maintenance, select the ‘Documents’ tab and the ‘Web’ tab.

howdoilink5

  • Add a document
    Click the ‘Link’ button to add a document from a web site. This could be a document or a webpage and is done by entering the full URL and clicking ‘OK’. The best way to enter the URL is to load the document in a browser and copy and paste the link.
    howdoilink6
  • Edit a document
    Select an existing document and click the ‘Edit’ button to update the URL.
  • View a document
    Click the ‘View’ button to load the selected document/webpage in your browser.
  • Remove a document
    Click the ‘Unlink’ to remove a document from the list.

Common Document Options

The following are common options for local and web documents that appear if you have the B2B eCommerce module.

  • eCommerce Document (Debtor Accounts and Stock Items only)
    You can choose if a document is accessible on the web and how it’s displayed.
    howdoilink7
  • Display document
    An easy way to enable or disable the document being displayed without losing all the setup details.
  • Display Type
    Documents can be displayed in a list on a documents tab, or they can be displayed in their own tab page. When displayed in their own tab page the document will automatically appear when someone clicks on that tab page.
  • Image
    Select an image from the Images folder to display next to your document in the list. For example, if this was a pdf document you might want to display the Adobe pdf image (see below).
  • Heading
    Enter an abbreviated heading or name for this document in the list.
  • Description
    Enter an abbreviated description for this document in the list.
  • Tab Label
    For a document that displays in its own tab, what is the label you want for this tab.
    Click OK to save your changes or Cancel to abandon.
    howdoilink8