In "documents" and "notes" general letters, faxes and notes in relation to the project are created and recorded hierarchically. The following functions are available:

	Create a new document/ a new note
	Delete the marked document/ the marked note
Full text search	Searches for text matches within the topic

When creating a new document / a new note, different types can be selected and designated with the respective icon from the list.

	Note
	Letter
	Fax

 

For letters and faxes, any template can be selected from the template manager as a basis. Besides the simple standard template, it is recommended to record respective samples for recurring / serial letters.

 

New creation of a document for a purchase order

 

 

For processing a letter of fax, further functions of the text editor are available: 

Text editor of a purchase order

 

 

Full text search

If already very many documents and notes have been created for a singular order, the full text search facilitates the finding of a documents with an unknown creation date. A keyword is inserted into the search field then. All documents that contain the wanted term in their topic will be displayed and the key word will be highlighted. The selection can be reset via the small x next to the  search field.

 

Full text search in the documents of a purchase order