Parties Archives - Page 2 of 2 - Formpak Software - Software for the Formulation & Ingredient Industries

Documents & Reports, Parties 20/07/2023

Emergency Contact number for a Safety Data Sheet

Emergency Contact number for a Safety Data Sheet To add an emergency contact for your Safety Data Sheet, use the ‘Emergency’ contact role for your TO. Go to Modify a TO Enter “default” and select your company Click ‘Contacts’ tab Click on Emergency contact role to see if you have a contact listed You can either edit the existing contact or Add a New Contact Click Save When the system displays emergency contact information on a Safety Data Sheet the Emergency c...

Administration, Parties 20/07/2023

Adding a New Supplier

Process for adding a New Supplier Go to Add a New Supplier Enter Code e.g ‘FRAGCO’ Enter Name e.g ‘Fragrance Company’ Add any other details for the Supplier you feel relevant such as address and telephone numbers To add details of a specific contact select the Contact Tab, or go to step 9 Once in the tab click Add New Contact Fill out the relevant details of a contact for the supplier Click Save to save the contact Click Save again to save the new Supplier Last updated...

Administration, Documents & Reports, Parties 20/07/2023

Adding a New TO

Process for adding a New TO Go to Add a New TO Enter Code e.g ‘FORM’ Enter Name e.g ‘Formpak’ Add any other details for the TO you feel relevant Click the Contact tab Click Add New Contact Fill out the relevant details of a contact within the company Click Save to save the contact Click Save again to save the new TO Last updated Apr 2016...

Administration, Documents & Reports, Parties 20/07/2023

Adding TO details to a Document

Process for adding TO details to a Document Go to Manage Document Content In Document Design select document e.g ‘CLP Annex II SDS’ Click Add New Content Enter Code ‘bottomCompany.’ followed by the Code for the TO e.g. ‘bottomCompany.FORMPAK’ Enter the Name and Address into the Content as a single line Click Save Go to Manage Document Requirements for Party In Party enter the TO Click Add Select Document Type e.g ‘CLP Annex II SDS’ In the Sender bo...

Administration, Documents & Reports, Parties 20/07/2023

Adding a Company logo to a TO

Process for adding a Company logo to a TO Go to Modify a TO Select TO = ‘Company name’ Select the Attachments tab Click Add Attachment Select Attachment Type = Logo Enter Name = ‘Logo Name’ Click Browse and select the logo file (Must be PNG format) Click Save to save the Attachment Click Save to save the TO Last updated Apr 2016...

Administration, Parties 20/07/2023

Adding a New Customer

Process for adding a New Customer Go to Add a New Customer Enter Code e.g ‘FORM’ Enter Name e.g ‘Formpak’ Add any other details for the Customer you feel relevant To add details of a specific contact select the Contact Tab, or go to step 9 Once in the tab click Add New Contact Fill out the relevant details of a contact for the customer Click Save to save the contact Click Save again to save the new Customer Last updated Sept 2017...