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.
• A message is displayed indicating whether you really want archive the document.
• To archive the document, confirm this message with Yes.
• A message is displayed 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.
• 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 The version number is incremented once an archived document is changed or archived again.