Archiving Service Quotes

Service quotes can be archived using a command from the menu bar. The archived documents are then listed on the Service List Archive page and provided with a version number.

  • Use the quick search in TRASER DMS 365 to find the page Service Quotes.
  • You will see the page with the already predefined service quotes.
  • Open an existing service quote or create a new one.
  • Select Actions > Function > Archive Document from the menu bar. If the menu item is not displayed, click on More Options on the menu bar.

Archive Documents in menu bar

  • A message is displayed indicating whether you really want archive the document.
  • To archive the document, confirm this message with Yes.
  • A message appears indicating that the document has been successfully archived.
  • Confirm this message with OK.
  • Use the quick search in TRASER DMS 365 to find the page Service List Archive in order to view the archived documents.
  • A new window is displayed with the archived documents.

Service List Archive

  • The column Version No. shows the respective version of the document. The version number is incremented once an archived document is changed or archived again.