7 articles tagged as “documents”:

• Editing Form Filenames

  How to change the filename that appears on completed Forms

  Published in:  How to guides

• Exporting Data

  A guide on the various ways to extract data from WorkPal

  Published in:  Data Export/Import

• General Settings

  General Settings within the Preferences menu

  Published in:  WP Preferences

• How to upload Documents to WorkPal

  A guide on how to add documents to WorkPal

  Published in:  How to guides

• Managing Suppliers in WorkPal

  The Suppliers section in WorkPal allows you to store and manage a list of your suppliers, vendors, or service providers. These entries are essential when creating and managing Purchase Orders within the system. Having your suppliers correctly set up ensures smooth procurement processes and accurate record-keeping.

  Published in:  Invoices/Quotes and Purchase Orders

• Recovering Deleted Items in WorkPal

  How deleted items are processed and how to recover them

  Published in:  How to guides

• Storage

  How WorkPal Storage works and methods for reducing storage usage

  Published in:  How to guides