How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
It's hard to find information
Instructions are hard to follow
Content isn't detailed enough
It doesn't fix my software problems
Anything else you want to tell us about the help?
You can view the documents added and (AE) linked to an (AE) assignment, client, contact or (AE) supplier from the Documents tab.
Double-click a file or link to open it.
Using the Client page
Using the Contact page
(AE) Using the Supplier page
(AE) Assignment Details page
Changing the documents folder
Creating new document templates
(AE) Adding new documents from templates
(AE) Linking documents and folders to contacts
(AE) Adding links to existing documents
(AE) Removing document links
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