Contents
- Index
Deal Documents
Main Menu - Deal - Documents
Used to track documents associated with a deal.
Layout / How To
This screen is used to store references to documents associated with a deal. A document may be any type of PC file. Documents may reside in the ALMSysSQL\DealDocs folder or any folder that may be accessed by this PC or workstation. It is recommended to store all documents related to a deal in its own folder.
ALMSys will check to make sure that a document exists when the screen is opened. If a document is not found, then it will appear in red in the grid and the "Found" column will state "False."
Documents may be opened (launched) from the grid by double-clicking on the document.
Reports
Deal Documents