Document Locations: Pointing ShowBiz to your files...

Modified on 04/08/2015 09:23 AM by Suzanne Coy Categorized as Accounts and Orders, Contacts (People and Organisations), Documents, Templates and Mailmerges, Entries and Entrants, Memberships and Tickets, Trade Stands

ShowBiz points to your documents, so you can have your own header, footer and other custom settings.

To set up the documents, do as follows:

'''1. Start ShowBiz and log in'''<br>
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'''2. Select the following menus at the top of ShowBiz: "Utilities > System > Document Locations" to open the following screen:'''<br>
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[imageauto||{UP(Document-Locations-Pointing-ShowBiz-to-your-files)}Document Locations.png]
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Labels against the yellow icons are the different types of documents that you can set ShowBiz to use, and the labels against the white icons are the locations of those documents.
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The Contacts, Membership, Stands and Entries categories are for folders
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'''3. For any documents that aren't set, or that you want to change, click on the appropriate line of text with the white icon'''

Either...<br>
'''4a. Click the Browse button at the bottom right and use the "Browse for Folder" screen to choose the folder the document is held in'''<br>
or...<br>
'''4b. Click the icon again if it's already got text to edit it directly (i.e. if you're pasting the text from the clipboard or typing it manually)'''<br>
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Tip 1: Go to another user's PC that has documents set up, go to the "Document Locations" screen and click the "Copy all details to clipboard" button at the bottom left and then email it to yourself<br>
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Tip 2: Set just the first folder (Contacts) and then click the "Guess" button at the bottom right to have ShowBiz try and work out where all the other folders and documents are.
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Tip 3: The cheque run process uses the Accounts path (in this example: c:\working folder\showbiz\showbiz3 v2\showbizfiles\merge docs\accounts). Within this accounts folder you will need to have a 'cheque run' folder containing all your cheque run templates. The cheque run screen will look for this location to provide the list of templates.

Meta Keywords: cheque run, cheque template, contacts, document location, documents, entries, files, membership, stands
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Document Locations: Pointing ShowBiz to your files...