Working with Document Tracking

  • The program displays Document Tracking (formerly called Attachments) only in specific windows and only if you have used Document Tracking with those windows previously.
  • Document Tracking tracks file information associated with a record. Its functionality is different from that of Attachments, in which you attach files and/or links to records directly. For more information about Attachments, see About file and link Attachments on records.

Document Tracking provides a way for you to track file information associated with a record. Document Tracking keeps track of many different type of files, such as DOC (Microsoft Word), a JPG (graphic), PDF (Adobe portable document format), XLS (Microsoft Excel), and so on.

A Document Tracking record must contain a Description, and may contain the following:

  • Number of Copies sent
  • Return, yes or no?
  • Any Notes about the file being tracked.
  1. On the Options menu, click Document Tracking.
  2. In the Document column, enter the name of the document.
  3. In the Copies column, enter the number of copies sent.
  4. In the Return column, you can indicate whether the document has been returned or not. Type Yes if the document has been returned, or No if the document is still out.
  5. In the Note column, double-click a cell and type a note as required.
  6. Click File > Save.