A copy of the application file saved in the CURSOR-CRM database is copied and saved to any folder on the local computer or the network.
-
Open the document through the main window Documents.
-
In the list view, mark the desired document, or have it displayed in the form view.
-
Click
-
Select a location and, if necessary, assign a new file name. Click Save.
Creating a copy of a document in a local directory can also be applied to several documents. To do so, mark the documents to be copied.
With Unknown Attachment+Unknown Attachment or Unknown Attachment you can mark a list of datasets.
With Unknown Attachment+ <mouse click> you can mark arbitrary datasets.
In doing so, the following rules apply:
-
External documents (from a linked document management system) are not locally copied .
-
For borrowed documents from other users it can be decided whether the latest version of these documents is or is not to be copied.
-
For own lent documents the user can ask the documents back automatically before they are copied.