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Focus On...
The Clarity Job Document Manager
The Clarity job document manager allows automatic creation of both contact and job folders, and enables you
to keep all job-related documents together. There are three levels of the Job Document
manager that can be enabled - Customers & Jobs, Customer only and Disabled.
Anyone on your network can add documents into the folder structure that Clarity creates without the need for them to be using Clarity.
This is a central organised filing system driven by Clarity job creation.
When Automatic Folder Creation for Customers and Jobs is enabled, Clarity will create a folder for each customer,
and also create a folder for each quotation raised against that customer. Documents placed in this job folder
are available direct from the quotation and can be emailed from Clarity. Additionally, Clarity can be
configured to create additional folders within the Job folder specifically for artwork, correspondence, CAD files, photos or other
information.
When Automatic Folder Creation for Customers is enabled, Clarity will create a folder for each quoted customer within
the starting folder. All documents within this folder will be available to each quote raised for that customer.
To enable Job Document Manager you must first define a ‘starting folder’ in preferences. Click on File->Preferences->Documents
For more information regarding the Clarity Job Document Manager, and how to
configure Clarity go to the Help menu. Within the contents tab select Preferences->Documents. You can also find more information
about linking to a file and a folder by selecting Contents->Quotes & Jobs->Quotation Details->Documents.
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Touch Systems Ltd, 7 The Pavilions,
Cranmore Drive, Solihull, West Midlands, B90 4SB
Tel +44 (0) 121 248 2448 Fax +44 (0) 121 248 2450 |
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