How to use SFM Document Manager
SFM Document Manager allows the user to upload, save, and access documents on SFM.
This feature is only available from v22.214.171.124 onwards.
Check on which version you are on from Help > About
and Update SFM
to the latest version if needed.
Attached documents are shown by the paperclip symbol
in the new column in the grid. To view the attachments, either Click on the Icon
or use Ctrl+Q.
Once clicked, a new window will pop up where you can Open the document.
If you do not have the attachments column in the Grid, use the Columns option to add it and make sure to Save to keep it persistent.
Attaching New Documents
In any screen where document attachment is available, either click 'Add Document' to open the file browser window directly; or press CTRL + Q to open the Documents box, then INSERT to open the file browser window.
Only the following Extensions are supported:
- Find the required document and click 'Open'.
- The document will show in the attachments list in the Documents box.
- Close the Documents box once you have finished.
It is also possible to attach documents directly from all 'POSTING RESULTS' screens. Once again, use the shortcut CTRL + Q or click the Add Attachment Icon to open the Documents box, then follow the same steps as above.
The user must have the correct permissions to be able to use Document Manager. These can be viewed and set from Groups & Permissions > Permissions for ADMIN. Make sure that all the permissions shown highlighted below are set to 'True'.
Backup & Restore
SFM now fully supports Documents when backing and restoring. Make sure to follow the proper options when Backing up or Restoring from the Admin Menu.
How to set up Default Email Templates in SFM
Available from version v126.96.36.199 onwards. SFM has the ability to save default email templates, complete with text and signature, for every type of document available in the system. The user can either use the text in the default template provided, ...
SFM: How to Insert Document Footers
SFM supports Document Footers, this is especially useful for Bank Details. Follow the below instructions to set up any document footers: Go to Current Year > Utilities > Company Maintenance Click on the Print Options tab. From the list, Click on the ...
SFM - Getting Started Manual
The attached PDF includes the necessary functions and features of SFM to get you started. SFM QuickStart Guide.pdf
SFM Release Notes
2022 20th April 2022 | v.188.8.131.52 Improvements in permissions of Document Management. Added Column of Doc Info in the Posting Result window. 19th April 2022 | v.184.108.40.206 Added Document Management in Jobs, Voyage, Bank Reconciliation. You can now ...
How do I upload my company logo to SFM documents?
The user can upload their own logo to the following document templates: 1. Sales Invoice/Credit Note/Cash Sales & Cash Returns 2. Client Receipts 3. Client Statement 4. Supplier Remittance The image type should be a PNG (.png), JPG/JPEG (.jpg/.jpeg), ...