Creating Memos to Import-Form Detail Lines

  To create memos to the detail lines of import forms:

1. On an import form, click within the first column of a detail line.

   The Memo dialog box is displayed.

2. Click Add.

3. Enter a description of the memo, and click OK.

4. In Memo, enter the memo.

5. Optional: To attach documents to the memo:

   1. Click Add.

   2. Browse for and select a document.

   3. In the text box to the left of the Add button, enter a description of the document.

   4. As needed, repeat steps a–c (You can attach up to 10 documents per memo).

6. Click Update.

   On the import form, a memo icon is displayed in the first column of the detail line to which the memo was attached. All memos and documents are stored Data directory of the application.

7. Optional: Select a document, and perform one or more actions:

   • To display information about the document, select Show Archive Information.

   • To display a document in its original format, click Show Document.

   • To restore a document to the Inbox\ArchiveRestore directory, select Restore Document.

   You can display document information or restore documents at a later time by clicking the memo icon with which a document is associated, and, in the Memo dialog box, performing the preferred actions.

  To delete memos and all attachments to the memos:

1. From the Import form, select a memo (memo icon in the first column of a detail line).

   The Memo form is displayed.

2. Click Delete.

3. Click Close.

  To delete attachments:

1. From the import form, select a memo (memo icon in the first column of a detail line).

   The Memo form is displayed.

2. Next to an attachment, click Remove.