Set Up
Ensure you turn on user permissions for the Document Register by going to the User permissions and under 'Core' module tick the 'Document Register'
A new button should appear in the 'Jobs List' page called 'Doc Register'.
Ensure you have at least one document type created via the ‘Lists’ drop down – Document Type.
Steps
- Go to Contacts and Edit a ‘Supplier’. Click on the ‘Document Register Types’ tab – tick some types from the list.
- Go to the Jobs List, highlight a job, then click on the ‘Doc Register’ button and add a new document, save it, then upload a new attachment.
- Now create a purchase order for that job and supplier and email it, the email should now have 2 attachments.