The Document Management feature in BillQuick handles the following:
- Documents: Browse documents stored in a central location from within BillQuick.
- Emails: Retrieve emails from your Microsoft Outlook client and view them within BillQuick.
- Attachments: Attach files to any record in BillQuick.
To manage your documents:
1. Open the Document Management screen from the Project menu.
2. Set up a folder structure at the client and project level on the Management tab. You can use placeholder fields (e.g., {PROJECTID}) in the folder structure.
3. To create folders, select a client or project from the grid list and then click Tools, Create Folders. Folders will be created based on the structure specified earlier. You can view the folders on the Documents tab.
4. Double-click on a folder to drill-down to its sub-folders and documents.
5. You can also view all the files attached to any BillQuick record on the Linked Documents tab. 