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Files

In the Files tab of the Documents form, all files belonging to the selected document are displayed. Here, we can add files, such as contracts, price lists, pictures of articles, delivery notes, etc.

 

The tab contains the following items:

(Add document)

By clicking on the button, the document scanning form opens. Through this form, the document can be scanned or added from any folder. After confirmation, the document is attached to the file tab.

HINT

Files can also be added by dragging and dropping them into a field from a file on the local disk ("drag & drop" method).

Add Files By clicink on button, windows browser form is opened where you can select files to add them. Browser form can also be opened with INSERT keyboard button.

File name

The name of the linked file is written in the field.

HINT

File names should not contain spaces or any special characters such as 2,",$,&...

File ID

The sequential code is entered in the field when the file is imported.

Document ID

The sequential code is entered in the field when the document is imported.

 

Hint

For more information, see the procedure described in the chapter Document files.

 

  

     


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