The use of External Files to manage your files associated with the order can be one of the biggest time saving tool within BizWizard. By using the external files you can save your artwork or any other documents needed for this particular order. It is then attached to this order, if in the future you need to duplicate an order, all associated artwork will be copied to the new order. If used correctly it will save you and your staff enormous amounts of time in trying to locate artwork for an order. To use the external files, click on External files in the Additional Order Options/actions area of the maintain order screen:

When you click on external files, another window will pop open showing all associated artwork (if any) with this order and/or allow you to import or create your artwork.

On this screen you have several buttons along the top of the screen and then you will have any artwork associated with this order listed. To open a file simply double click on the file name and it will open up the file in the appropriate program, i.e. CorelDraw, Microsoft Word, Adobe Illustrator or ….

Lets explain each of the buttons along the top

Delete Document:  Click this to delete the selected document from this order  NOTE: once deleted this file is not recoverable

Import Document:  Click this to pop open a window that will allow you to browse your hard drive and import a file. This can be useful if a customer sends you artwork or a document file. You can then import it to this order for future use.

Rename Document:  Click this to rename the selected document

Copy Document:  Click this to copy a document to another open order.

From the Copy to Order Drop down menu select the open order you wish to copy this document order

New Document:  Click this to add a new document to the order, when you select this you will have three methods in which to add a document and that is determined by the Action Drop down list.

New Blank Document:  Select this to add a new document to the order. Select the type of document and give it a description.

Create from Vendor Template:  Select this to create a new document from a vendor template that is associated with the vendor you choose from the vendor drop down list.  Templates available are stored on the supplier account information under external files

Create from Customer Template:  This is the same as Vendor Template, except you select from artwork or templates associated with a customer in your system.