As mentioned elsewhere, ChartCaddy is document centric system. As far as learning the system is concerned, this means that once you learn how to work with one type of document then you know how to work the vast majority of the system. Towards that end, let's take a closer look at one of the easier documents. The Payment document is about as simple as it gets because not only does it contain very little information, it is also a top level main menu item. However, the Payment document is not the most used document in the system.

Selecting the Payment menu item pulls up the Payment report, which is a standard report and works as described in the Reports help section. The Payment report, like most reports, has a "New" button. When you click the New button, or double click on a search result, that pulls up the document so that it can be viewed or edited. Whether or not you can create a new document is based on what permissions you have. Whether or not you can edit an existing documents is based on your permissions and it's status. When you view a Payment you will notice that a new item shows up on the main menu under Payments that corresponds to the document you are viewing. Before you save your changes you can go to another report or document in the system and come back without losing any information. However, you must save all modified documents before logging out or else you will lose your changes. You can tell that you are on a document and not a report because some of the fields are red, and there is a "Save" button. The "Revert" button undoes any changes you have made since the last time you saved this particular document. Some documents have a "History" button that details what changes have been made to the document and by whom.

When you click the Save button, the document is saved. In other words, it is sent to the big computer in the sky that never forgets. The fields with red labels are the fields that are required. Fields with names that end in "Date" must be entered in as a date, while fields with named ending in "DT" must be entered as a date and time. If there is any problem saving the document then one or more messages will show up at the top of the document. After addressing the issues indicated you can save the document again.