Documents

Tab Documents on New preliminary invoice/offer allows you to see or add documentation to the offer.

HINT You can show or hide tabs by clicking the arrow button Show/Hide.

The Documents tab contains all documents related to a specific purchase order, e.g. orders, specifications, letters, contracts, etc

To upload documents, you can use the Drag and Drop method or click Add attachemnt to open the Explorer pop-up where you can select your file.

IMPORTANT Documents can be scanned directly into Documentation or a photo taken with your smart phone or tablet. If you enter documents using your smart phone or tablet, you will also see a camera icon that you can use to take a picture of the document.

The Delete icon or button allows you to delete any redundant documents.

Clicking on the number on a document will open the document in the Documents (Documentation) module.