Document Storage

Store a variety of documents in EBMS records.

This module adds the capability to store a variety of documents within a customer, vendor, inventory item, task, invoice, quote, and more.


Easily Access Important Files & Documents

Store an electronic copy of an invoice within the invoice record, customer or vendor specific documents within the account record, or drawings and design documents within a quote, job, or manufacturing batch. 

Document Storage
File Storage in Customer Record

Eliminate File Clutter

Details, instructions, and other files can be stored directly in the task or work order to keep files easily accesible and organized. Make accessing customer files easy by attaching graphic files, design documents, and PDF's to specific accounts.

Document Storage
File Storage in Invoice

Features

  • Store documents within a customer, vendor, inventory item, task, invoice, quote, and employee
  • Store an electronic copy of an invoice within the invoice record
  • Store customer or vendor specific documents within the account record
  • Store drawings and design documents within a quote, job, or manufacturing batch
  • Store task or work order details, instructions, and files within the task
  • Store graphic files, design documents, PDF's, and more in accounts
  • File directory is created by EBMS within Windows and maintained by EBMS
  • Configure the document storage file location to any accessible MS Windows directory

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