Documents of virtually any type can be stored against individual clients / contacts / jobs or employees.
Documents stored can include:
•External documents - including:
1.Word documents (*.doc)
2.Word 2007 documents (*.docx)
3.Text files (*.txt)
4.Rich Text Format (*.rtf)
5.Hypertext Markup Language (*htm, *.html)
6.Adobe PDF Files (*.pdf)
7.Excel Spreadsheets (*.xls and .xlsx)
8.PowerPoint Presentations (*.ppt, *.pps)
NOTE - external document types 1 to 5 above can be displayed and edited within the program. Document types 6 to 8 will require the relevant program for viewing and editing.
•Standard documents
Standard documents when stored will convert any document fields into data from the relevant client / contact / job or employee before being stored.
