Documents can be stored in OfficeTools by CARET Document Management System for ease of access and continuity in software. There are many ways of importing your documents into the DMS system like dragging and dropping, using a drop folder, or in this case printing directly to OfficeTools by CARET.
The PDF Printer Driver can be installed from the Documents tab, which will install a printer for you to choose when printing any document. The OfficeTools by CARET PDF printer driver will be found in the list of all of your printers and will print a copy of the desired document to PDF and import it into the DMS.
If you navigate to the Documents tab located at the top of the OfficeTools by CARET screen, you will have access to all documents for the contact selected in the list on the left. In the toolbar, you will notice an Install button that will allow access to install the PDF Printer Driver. Choose that option and select Install Driver. You may or may not want to refer this process to your I.T. department, but it is a basic installation wizard. Click the appropriate boxes through to the end and restart OfficeTools by CARET. Your new Printer should be installed.
To use the driver, open a document you would like to have attached to a contact in OfficeTools by CARET and go through the process to print it. Before you actually print, make sure that you choose the new OfficeTools by CARET PDF printer as your printer.
Once you print, a window will open that will allow you to choose the contact, year, project, category and add any notes that you deem necessary. At the very bottom, you can choose what the file name is. After all of the information has been populated, click the Send button, and that document will be sent to the contact’s document screen.
Please note: All documents are stored in the location that you have specified in your global Document settings within Setup>My Company>Information & Settings. Documents are not housed within OfficeTools by CARET and we do not have access to your documents or your database.