Within the DragonDMS, you have the functionality to save documents against Vehicle Records, Service Records and Contacts. This is useful a tool if you have multiple documents relating to a record, at a click of a button, you can view all of the relevant files.
You can also attach documents to be automatically printed along with your Vehicle Sales invoices, order forms, Service invoices and job cards.
How to set up Document Locations
Within the DragonDMS Settings, you will need to specify a file path location where all of these documents will be saved. If you would like multiple users to be able to access the documents, the specified file path will need to be accessed by all users.
Go to Settings > System > Attachments > Document Location. Enter or browse the location you would like the documents to be saved too.
How to save Documents
Once a file path has been specified in settings, Documents can be saved that are linked to a specific Vehicle, Service or Contact Record.
Within the following records you will either see either a documents symbol in the bottom left hand corner of the record (for Vehicle Records) or a documents button in the top right hand corner of the record (for service and contact records).
When you click on the documents button, it will create a folder within your specified documents location. The folder will be named by stock number for vehicle records, registration for service records and Account Reference for Contacts.
Any documents relating to that record can then be uploaded. Any user that then clicks on the documents folder within a record will be able to view those documents (providing they have access to the specified documents path in settings).
Attaching Documents to Print with Invoices
PDF documents can be uploaded and flagged to be printed along with the following documents:
- Vehicle Sales invoices
- Vehicle Sales Order Forms
- Service Invoices
- Service Job Cards.
When the document is printed, the linked attachments will print, or if you email the document, the attachments will be added to the email.
To setup attachments go to Settings > System > Attachments > Printing.