Filing Options

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Use these options to tag a document with a file reference name as well as to automatically file the document within the Document Management Module.  

 

•ADMS Filing Options - This field is used to select the format in which AccuBuild will save the form after the Preview Screen is closed.  The export choices include PDF, Word, Excel, and HTML.  If you do not want the document filed in ADMS, then answer NO when prompted.

 
Note: Forms are automatically tagged (indexed) to the selected job and customer or vendor but you may also manually index the file when previewing the form by choosing the 'Tag and File Document in ADMS' option at the top of the preview screen.

 

Prior to Version 9.0.0.3 - ADMS Filing Options - This field is used to select the format in which AccuBuild will display the form when the Preview button is selected.  Once previewed, the form can be exported into the file format displayed and saved as desired.  The export choices include PDF, Word, Excel, and HTML.  If you do not want the document filed in ADMS, then select None in the ADMS File Options box.

 

Note: If you own the Document Management Module, then the form will be automatically filed into DM in the format chosen after the form is previewed. Forms are automatically tagged (indexed) to the selected job and customer or vendor but you may also manually index the file when previewing the form by choosing the 'tag and file document in ADMS' option at the top of the preview screen.

 

•File Reference - This field is not used by the MAR format.

 

Prior to Version 9.0.0.3 - This field is optional and can contain up to 10 characters.  This field will print at the bottom of the document. Note: The UserIndex3 field is used as the file reference tag for documents that are filed in DM.  Once a File Reference has been associated with a document in DM, it will be added to the File Reference List automatically.