PCCaddie

If the save process is cancelled, PC CADDIE asks a query:

For example, if you want to move documents from the „Secretariat/Letters“ folder to PC CADDIE, you have the following options for the original file:

1. With the first option Yes, delete a copy of the letter is stored in CRM\DMS. The original file (e.g. in the Secretariat/Letters folder) is deleted.
2. Move to a subfolder means that a copy of the letter is saved in CRM\DMS and the original is moved from the „Secretariat/Letters“ folder to a subfolder _PCC. This gives you a good overview of which files have already been saved in PC CADDIE. This is the „happy medium“ and is therefore earmarked.
3. The option No, leave is listed last. The original document remains in the „Secretariat/Letters“ folder and a copy is saved in CRM\DMS. If you select this option, you will not know afterwards whether you have already stored the file in PC CADDIE.

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