If you select the Form view, you will enter the detailed Document information. In the main tab ‘Document’, you will see all the most important information.
Document storage
Documents are stored not in the application, but on the computer disk. The application creates an individual folder on the computer disk, which, depending on the application installation scheme, are created different:
- Multi-user + FileMaker Pro. Even if the application is installed on one central computer, and all users connect remotely, all documents are saved in the same folder as Benroy. Here, the application creates one more folder ‘Files’, and one more therein, named ‘Documents’. While all documents saved in the application are stored in this location:
[application location]/Files/Documents/
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Multi-user + FileMaker Server. If the application is used (or rented) together with FileMaker Server, all documents in the application are stored in the server, where the application Benroy is physically located. If you have installed FileMaker Server, there is the folder ‘RC_Data_FMS’, where all database are saved Document location on the disk would be:
[remote location]/Files/databaseName/
NOTE. After opening the above places with operating system’s file manager, most PDF, JPG, PNG and other documents will have a smaller file, which will be used a part of quick review.
Categories and keywords
Documents are divided using Categories, which can be defined in ‘Settings’ > ‘Categories’.
Document’s additional information block
This block contains the following sections:
- Details. A section where you can enter and correct document information. Intended to assign category, indicate types and statuses and leave comments.
- Meta. Document (file) technical information. This information can not be corrected, it is taken from the document. The information taken from the document is as follows: file name, type, size, physical location, the person who uploaded it and who later changed it.
Other Document-related application items
Document can be related to the following:
- Contacts – list of Contacts related to specific Document. By pressing the arrow , you will be redirected to the tab of the selected Contact. By pressing the button, the window will appear, where you will be able to select Contact. If you choose more than one contact, only the first contact in the list ‘Selected’ will be added. After marking Contact and pressing the button , the relationship with Contact will be deleted. Neither Document, nor Contact will be deleted.
- Companies – list of Companies related to specific Document. By pressing the arrow, you will be redirected to the tab of the selected Company. By pressing the button , the window will appear, where you will be able to select the Company. If you choose more than one Company, all Companies in the list ‘Selected’ will be added. After marking the Company and pressing the button , the relationship with the Company will be deleted. Neither Document, nor Company will be deleted.
- Projects – list of Projects related to specific Document. By pressing the arrow , will be redirected to the tab of the selected project. By pressing the button , the window will appear, where you will be able to select the Project. If you choose more than one project, all projects in the list ‘Selected’ will be added. After marking the Project and pressing the button , the relationship with the Project will be deleted. Neither Document, nor Project will be deleted.
- Leads – list of Leads related to specific Document. By pressing the arrow , you will be redirected to the tab of the selected lead. By pressing the button , the window will appear, where you will be able to select Lead. If you choose more than one lead, all leads in the list ‘Selected’ will be added. After marking the Lead and pressing the button , the relationship with the Lead will be deleted. Neither Document, nor Lead will be deleted.
- Products – list of Products related to specific Document. By pressing the arrow , you will be redirected to the tab of the selected Product. By pressing the button “Add Product”, the window will appear, where you will be able to select the Product. If you choose more than one Product, all Products in the list ‘Selected’ will be added. After marking Product and pressing the button , the relationship with the Product will be deleted. Neither Document, nor Product will be deleted.
- Incomes – list of Incomes (invoices) assigned to specific Document. By pressing the arrow , you will be redirected to the tab of selected Income. By pressing the button , the new window will appear, where you will be able to select and add Incomes already existing in the application. If you choose more than one Income, all Incomes in the list ‘Selected’ will be added. After marking Income and pressing the button , the relationship with the Document will be deleted. Neither Document, nor Income will be deleted.
- Expenses – list of Expenses assigned to specific Document. By pressing the arrow, you will be redirected to the tab of the selected Expense. By pressing the button “Add Expense”, the new window will appear, where you will be able to select and add Expenses already existing in the application. If you choose more than one Expense, all Expenses in the list ‘Selected’ will be added. After marking Expense and pressing the button , the relationship with the Document will be deleted. Neither Document, nor Expense will be deleted.
