Digital File

Digital File helps in file wise document storage.

Working with Digital File in RealBooks

Creating of Digital File

STEP 1: Go to Masters ⇒ Accounts ⇒ Digital File ⇒ Create

STEP 2: Once you click on create, Digital File Creation page will appear.

STEP 3: Fill the appropriate details in the fields provided:

File Name – Give a name to the digital voucher file (like Petty Cash).
File Number – is used to allocate number to the file of same name.
File Location – The place where the physical file is kept.
File Initial – Initials to be used for the file.
VType – Select the voucher type to which the documents are to be attached.
Segment – Select segment to restrict the file access to an individual segment/branch.
File Status – Select open to allow document storage, and close to disallow new storage.
Document Index –There are three options available for document numbering, user can select either of it.

a) Mandatory – To make document indexing a compulsion.

b)Optional – To not make indexing a compulsion.

c) No – Where document index is not required.

Attach To Voucher – Document need to be attached with a voucher or not need to define, There are three options available.

a) Mandatory – To make document attached with a voucher as compulsion.

b)Optional – To not make attached with a voucher as compulsion.

c) No – Where document index is not required.

STEP 4: Once all the fields are filled, click on Save.

Viewing of Digital File

STEP 1: Go to Masters ⇒ Accounts ⇒ Digital File ⇒ View/Edit


STEP 2: Once you click on view/edit, Digital File Edit page will appear along with the list for the same.


Editing of Digital File

STEP 1: Go to Masters ⇒ Accounts ⇒ Digital File ⇒ View/Edit

STEP 2: Now click on the pencil icon to edit.

STEP 3: As the digital File edit page appears, edit the details as per your requirement.

STEP 4: Click on Save to update the details.

Deleting of Digital File

STEP 1: Go to Masters ⇒ Accounts ⇒ Digital File ⇒ View/Edit

STEP 2: To Delete any digital file click on the cross icon, as shown below.

STEP 3: On clicking the same a warning message pop-up appears on screen. Once confirmed, the digital file will be deleted.