Viewing and editing documents. Sage 2015

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Document Manager 2015 Viewing and editing documents

 Alternatively, you can right-click the required document and click Details on the menu that appears.

2. On the "Document Details" window, click the Details tab. In the Keywords field, type the keywords.

3. Click Save and then Close.

The Document Manager will display the keywords in the Keyword column on the document list pane.

Setting document importance levels

You can assign an importance level of Low, Normal or High to documents. Documents with an importance level of Low or High are indicated by or respectively in the main window Imp column. All documents that do not have an importance level of Low or High are automatically given a level of Normal.

To set an importance level for a document, do the following:

1. On the Document Manager main window, highlight the document for which the importance level is to be set.

2. To assign an importance level of High, click the Set Importance High button.

To assign an importance level of Low, click the Set Importance Low button.

3. Alternatively, right-click the document and click

Details to open the “Document Details” window. In the Importance field, select the required level.

Attaching flags to documents

You can attach a coloured flag to a document to make it easier to locate and identify. For example, you could attach a yellow flag to all documents containing checklist.

To do this:

1. On the Document Manager main window, highlight the document to which the flag is to be attached.

2. Click the Flag Document button. The “Document Details” window will open.

Alternatively, right-click the document, and click Details to open the “Document Details” window

3. In the “Document Details” window Flag field, select the required flag colour.