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Exact Macola 10 Tech Tip: How to Link Documents to a Workspace

Posted on Jan 27, 2016 4:00:00 PM by Exact Macola

In the previous tech tip we showed you how to setup a document type to store engineering drawings. Today we will explain how to link that specific document to a workspace.

First we need to get our data lined up. So let’s look at a simple query that gives us our items linked to the current active version of the document type we setup last time. Please note this is just a sample of the tables that you want to join in order to get the data you need to link directly to the attachment from your active document version:

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Exact Macola 10 Tech Tip: How to Store and Control Engineering Drawings

Posted on Jan 13, 2016 10:00:00 AM by Exact Macola

Exact Macola 10 offers a lot of robust functionality between Manufacturing, Accounting, Distribution, Customer Relationship Management (CRM), Business Process Management (BPM), Business Activity Monitoring and Workspaces. One of my personal favorite modules is Document Management. This module can help your business work towards going paper-less, or at least have less paper! It can be used for simple things like storing Work Instructions so new employees have access to what they need right at their fingertips, or you can store Customer Purchase Orders so customer service can quickly pull up the documents they need when a customer calls rather than rummaging through filing cabinets. You can even use it to help in meeting ISO 9000 or SOX and other regulatory compliance models.

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The ERP Blog covers the impact of Enterprise Resource Planning (ERP), business software and accounting solutions on organizations in the manufacturing and distribution industries.

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