TCM

[System Overview] [Installation] [User Guide] [Import Wizard]
[Scanning Wizard] [Linking] [Template Wizard] [Glossary]

SystemOverview

Contact Management

Document Management

Electronic Filing

Modules

Menu bar

Wizards

Filing System Toolbar

Installation & FAQ's

Installation

Frequently Asked Question's

User Guide

Main Screen

Setup Scan & Link properties

Create a New Folder

To create a normal folder

To create a Company/Contact folder

To create a Contact folder... (for a single user)

Making or Receiving a telephone call

Reschedule a call back

New Contact from the telephone call screen

Relocating a New Contact or Folder

Adding a Contact to an exsisting Company

Search for a Contact

Add a Diary Event

Import Wizard

Getting Started

Import Wizard 1 - Source Data

Import Wizard 2 - File Layout (Step 1)

Import Wizard 3 - File Layout (Step 2)

Import Wizard - File Layout (Multi Line Fields)

Import Wizard - Altering Data

Import Wizard 5 - Field Allocation

Import Wizard 6 - Target Location

Import Wizard 7 - Finishing

Import Wizard - Glossary

Scanning Wizard

Getting Started

Scanner Selection & Destination

Scanning your document - starting the scan

Scanning your document - the scanned image

Adjusting the image

Linking

Linking - choosing an item to link

Linking - Main Screen

The Linking options

Searching for a contact

Add another contact

Template Wizard

Getting Started

Template Wizard 1 - New Template Name

Template Wizard 2 - Template Attributes (Number of Buttons)

Template Wizard 2 - Template Attributes (Setting button properties)

TemplateWizard3- Appearance

Template Wizard 4 - Finished

Showing the New Template on screen

Showing the New Template on screen (Moving)

Editing an Existing Template's properties

Tips

Glossary

[System Overview] [Installation] [User Guide]
[Import Wizard] [Scanning Wizard & Linking] [Template Wizard] [Glossary]