Use the Documents tab to specify the basic settings to be used for document management. Document management allows you to link documents, such as drawings and offers, to customers, suppliers, sales orders, production files, etcetera, to ensure they are available at the required locations.
If the Document management system present check box is selected, the program assumes an external document management system (DMS) is present. If you are using a document management system (DMS) that is linked to Isah, document management takes place in that DMS. This means you use the document management system to change or delete document data. In Isah, you link the documents, and execute processes with scripts from the Edit menu, such as opening the document in Isah.
If the check box is selected, you can no longer add, change or delete any documents on the Documents form.
To enable quick document registration, select the Automatic document registration on document link entry check box. If you are using the Quick Document Registration feature, documents are registered automatically when you link them.
This check box will be empty if you are using a document management system, or if you want to register documents centrally before you link them to records. If you are managing documents centrally, you register a document once on the Documents form, and then simply link the document to all records the document is related to.
The Delete document registration on deletion of last document link check box makes it easier for you to delete documents from Isah. If this check box is selected, and you delete the last link to a document, the document registration will automatically be undone as well. If this check box is not selected, deletion is a two-step process: first delete the link, and then delete the document.
If you register documents centrally, it is possible to grant users rights to link and unlink documents, but not to manage documents. In that case, the check box must be empty, otherwise users will also delete the document when they delete the last link.
If the check box is selected, both the last link and the document itself will be deleted if the following conditions are true:
There are no other links to the document. You can check this on the Documents, where used form.
The document is not a part of another document. The Part of document check box is empty.
The document has not been revised. The Revision field does not contain the document name.
Any document rights assigned to the document do not affect the deletion of the document. The registration, including the rights, will be deleted.
Document management system present