Transaction documents can be effectively tracked using the Document Management System of the LOGO application. This system minimizes paper work, allows documents to be prepared in accordance with company workflow and sent to related employees via e-mail, and provides electronic tractability for document histories. In other words, the document management system is used to access documents related to records through the application. For example, the agreement made with a given AR/AP can be connected to the AR/AP record and tracked through the application using the Document Management System.
Record and slip documents are recorded in predefined folders. If slip documents recorded in certain sections of the LOGO application are required to be tracked, documents are linked to records both during and after record generation. Slip and card documents are sent to related persons or companies by e-mail.
Original definitions to be used in the system are recorded using the document management system option located in the Management menu of the System Administration application. The fields and functions on the Document Management System Connections window are:
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Connection: The field used to define the connection type. This field contains the following options:
- No Connection
Anchor OLE_LINK2 OLE_LINK2 LBS Document Archive- Microsoft Share Point Server
- KETS Document Management
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Workspace: Indicates the workspace for which the connection will be used. The information on this field is used in the LOGO Human Resources application.
The following transactions should be performed before using the Document Management System:
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3) A record is added on Document Management System Connections by selecting a Main Directory and selecting LBS Document Archive as the connection type.
The User Name and Password fields are used to define user names and passwords to allow Document Management System users to login to the application. Other users cannot connect to documents and cannot track connected documents.
The Main Directory is not a physical directory. The main directory is a default virtual directory for documents added to the system.
Once document management system connections are generated, the user that will use the system is selected using Users option located in the management menu. The document management system is selected using User Details option located in the right mouse button menu while the user record is selected. LBS Document Archive is selected as the document management system.
Documents can be connected to cards and slips recorded in the application by clicking on 
button located at the bottom left corner of cards and slips. "Open New Document" option located on the Document Tracker window accessed by clicking on Document button is used to select the document to be connected. The document to be connected can be a Microsoft Word or Microsoft Excel file. The content of the document can be displayed on the Document Tracker screen after the connection. The file is opened in Microsoft Excel or Word depending on the file type.
Attaching Documents to Slips
Documents are attached to the slips over "Document Viewer" and "Document Manager" windows opened by "Document" buttons located at the left bottom of slip forms. While you can attach one document only over Document Viewer page, you can attach multiple documents to slips and invoices over Document Manager window.
KETS Document Management Integration
KETS is a document system which is used to upload documents and images. It is possible to integrate KETS Document System with LOGO products, and utilize all available document management data over KETS system. In order to do so, KETS Document Management is selected in Connection Type field located in Document Management System Connections window. All other fields are entered and KETS button located at the bottom of the window is clicked. Thereby a database and the relevant services are created.
After making the required settings, documents and images can be attached to the slips and invoices by using KETS Document System. "Document" button located in the lower left corner of the slips/invoice form is used to add documents and images.