LogoLogo
  • Introduction
  • Reasons to implement an ERP System
  • Logging In
  • Desktop
    • Password Guidelines
  • Forms
    • Navigating to Form Lists
    • Filtering Forms
    • Creating New Forms
    • Submitting Forms
    • Toolbar
    • Emailing Forms
    • Saving Forms
    • Assigning Forms
    • Attaching files to Forms
    • Printing Forms
    • Commenting
  • Reports
    • Quality Assurance
      • Delivery Notes Pending QA Documentation
    • Inventory
      • Inventory Report
      • Material Request Fulfillment Report
      • Pick/Pack Report
    • Shipping
      • Delivery Notes - Cleared For Shipment
    • Accounting
      • Purchase Receipts - To be paid
      • Delivery Notes - To Be Invoiced
    • Delivery Notes - Packed
  • Modules
  • Workflow Summaries
    • Accounting Workflow
    • Inventory Movement Workflow
    • Purchasing Workflow
    • Receiving Workflow
    • Production Workflow
    • Sales Workflow
    • Engineering Change Notice Workflow
    • Project Workflow
  • Document Guides
    • Address
    • Contact
    • Customer
    • Delivery Note
    • Journal Entry
    • Material Request
      • Material Request for Issue
      • Material Request for Transfer
      • Material Request for Purchase
    • Opportunity
    • Payment Entry
    • Purchase Invoice
    • Purchase Order
    • Quotation
    • Sales Order
      • Transition from a Quotation to a Sales Order
    • Stock Entry
      • Issue
      • Material Transfer
      • Manufacture
    • Supplier Quotation
    • Sales Invoice
    • Payment Terms
    • Delivery Method
    • Item
      • Automatic Reorder Points
    • Item Attribute
    • Purchase Receipt
  • Troubleshooting
    • Material Request Fulfillment
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  1. Forms

Toolbar

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Last updated 6 years ago

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This is the toolbar, shown on the left side of the screen in most documents. An explanation of features, from top to bottom:

  • Comments - Shows how many comments a document has without scrolling to the bottom of the page (In the case of the screen-shot to the right, the document has no comments)

  • Assigned To - If the document is assigned to someone, that user will have a ToDo added to their list and an email sent to them.

  • Attachments - Files can either be uploaded directly, or be a link to an outside source.

  • Tags - Users can add tags to files to group them together. The list view can be filtered by tags.

  • Shared With - Some users have the ability to share files with users that would not otherwise have permissions to view the file.

  • ♥ - A user can favorite a file in order to easily find it later.

  • Edit & Creator - Shows the creator and last editor of the file, and when those actions were done.