Document management module: Video tutorials for beginners

For beginners, we have created short video tutorials for all modules of the gFM-Business ERP software. Each video explains all the components of the module and provides tips on how to use them.

Video tutorial for the [Correspondence - Documents] module

In the module "Correspondence" contains all documents, templates and emails saved in the software. The "Documents" submodule contains all letters and emails that have been created with gFM Business to date.

Documents can be created with automatic actions which are automatically created when the document is printed.

In the "e-mail", mail-specific data such as the dispatch type, the data format, the sending address and a HTML template can be stored for graphic e-mails.

In the "File attachments", any number of files can be attached to the document, which are also taken into account when sending the mail.

The register "Events" contains the event log of the document called up.

Video tutorial for the [Correspondence - Emails] module

The module "Emails" contains a list of all received emails. Filter the list in the "Account" field according to a mail account or in the "Search" field according to a search term.

In the tab [Address book] contains all the addresses saved in the e-mail module.

Open the e-mail module by clicking on the Mail] icon in the toolbar. You can also set up new e-mail accounts for sending and receiving e-mails there.

Video tutorial for the [Correspondence - Templates] module

In this module you will find all the templates that you can use to create new documents.

Insert into a template Placeholder for dynamic data such as the customer number or address of the customer.

In the "e-mail", mail-specific data such as the dispatch type, the data format, the sending address and an HTML template for graphic e-mails can be stored.

In the "File attachments", any number of files can be attached to the document, which are also taken into account when sending the mail.

If you assign a document in the "Documents" module to a Assign templatethe document is regenerated on the basis of the template, including mail settings and file attachments.

Video tutorial for the [Correspondence - Document archive] module

In the module "Document archive" button contains a list of all saved documents and files. The list is not customer-specific and can be filtered with a search term in the [Search] field.

With Click on the preview image of an entry, an enlarged preview is displayed, which you can open on your computer by clicking again.

In the customer module, use the functions [Scan document] and [Archive file] to save documents for a customer.