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External documents linked to a specific record are saved there. Depending on the type of record, new packages are created in different ways.

  1. Go to the VA Event and click on Neu Aus New > Dokumentenablage Document package in the toolbar. Existing document packages are listed in the side navigation under infocenter Info Center if the Datenbank Data source Dokumentenablage Documents is active.
  2. Go to the Adresse Account and click on Adresse New > Dokumentenablage Document package in the toolbar. Existing document packages are listed in the side navigation under infocenter Info Center if the Datenbank Data source Dokumentenablage Documents is active.
  3. For new (outgoing) E Mail Emails, Neu Aus Add  external import festplatte Files on the Anhang Attachments tab.
  4. For new (outgoing) mail Internal messages, mail Add  external mail Files on the Anhang Attachments tab.
  5. Dokumentenablage Document packages can also be found either on separate tabs or in the side navigation in artikel Items, projekt Projects and termine Appointments, inszenarienverwaltung Scenarios and Ereigniskalender Holidays/Special Events.
  6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window. The document package will automatically be filed under the record it was created for.