Paradigm Support Desk

Adding Linked Documents to a Working Document

1. Navigation → Documents → Processing → Working Documents → Select required Working Document from the list and double click to open.

2. On the bottom half of the screen select required document tab to work with (Opportunities, Customer Quotations, Sales Orders, Customer Invoices, Credit Notes, Purchase Orders, Goods Received Notes, Work Tickets, Contracts, QC Tests). These document tabs can differ from each Paradigm site.

3. Select icon to add new. Example: Customer Quotations. Capture required data. See Adding a New Document for details on how to complete a document.

Select save icon or use CTRL + S shortcut. Or CTRL + Enter to save and close.

The alternate way to add linked documents is via the actual document like the invoice or quotation etc. 

For example, Create a New Invoice and under the 'Linked To' section on the bottom of screen, you can link a 'Working Document' from the drop down list. This drop down is a list of all existing 'Working Documents' currently on the system. 

Save using the CTRL + S or click the 'Save' button 

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