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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.

  • If a file is dropped to an existing document, classification and subject data on Scan form are displayed as from existing document.
  • If a file is dropped on a form (not to existing document) then new document is created. Data on Scan form is empty.

Read more about the Drag and Drop method in the chapter Adding document files with drag and drop.

(Add Files)

 By clicink on button, windows browser form is opened where you can select and add files. 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.

 

RELATED TOPICS:

Filters

Import-Export Data

PANTHEON DMS

Activation of eDocumentation services
 

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