How to add documents into Sage Evolution

Question

Hi there 
 I do not use Sage Evolution myself, I'm just the IT Administrator for the company. They currently use Sage Evolution 7.10.0.108. 
 One of the ladies remember being able to add documents into Pastel and frankly, so do I from previous companies I used to work for. We want to know how to enable this or how to do it, I googled it but there is very little articles dealing with Sage Evolution on the net...I keep finding things about Sage One or Sage 50 etc. 
 Is this possible. For instance, they want to scan in a delivery note signed by the customer and add it to the customer or the order or the invoice or where-ever, Im not sure. 
 Thanks!

Bennie Pienaar · Accepted Answer

Good Afternoon 
 
 To insert a note or any document type on any source document, e.g. Invoice, GRV, Sales order etc, do the following: 
 1) On the relevant transaction screen, e.g. Invoice, click the Open button at the top 
 2) Search for the relevant processed or unprocessed document so that its listed on the grid below, but not yet opened to the front screen 
 3) Right click on the listed document and click on Notes 
 4) On the opened Notes screen, right click and select Insert Object 
 50 You can now browse and attache any document e.g. PDF , Word doc 
 Kind Regards 
 Bennie

Sage 200 Evolution

How to add documents into Sage Evolution

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING