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3. Activities and Documents

OPAL 7.4

With the OPAL document management each document is stored only once as an activity. An activity in OPAL can be any kind of document, note, pending file, etc. Each activity (document) is linked to all related organisations, persons and projects. By this means the document appears automatically in all relevant dossiers. That applies to any kind of documents as well as to mail merge letters, which can be created automatically with various options (for details see the next chapter "Mailing Letters").

With various views and filters OPAL provides a complete overview of all activities, pending files, notes and documents of any type (incl. faxes, e-mails and personalised mailing letters). You can view the activities of an selected person or project as shown in the dossiers below, and you can view all activities in the database. You also can view only those activities which are related to your user code (dossier of the user code) or those activities which had been created by your user code. In addition various filters and options are available. Confidential activities are only visible to the owner and hidden to other user codes.

Click the image to see the other pages of the assistant for new activities (and the notes below).

Custom defined letters can be created automatically including stationery and signature. E-mails are generated automatically and formatted with HTML or as plain text. E-mails can be send directly from OPAL (independent from other e-mail clients such as Microsoft Outlook) or via an e-mail client. Enclosures of an e-mail are automatically included as attachments.

The next chapter Mailing Letters will show all pages of the assistant to create a new mailing letter activity.

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