New document
Clicking on the New document button opens a panel for adding a new document.
Adding a new document into the database requires entering some basic information about the document you importing from the disk.
The toolbar now changes and shows the buttons:
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Save
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Saves the document into documentation.
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X (Cancel)
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Returns you to the list of documents.
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The form for adding a new document contains the following fields:
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Document type
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From the drop-down menu, select a predefined document type.
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Classification
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Enables sorting documents with similar content. A classification scheme is predefined in the database.
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Issuer
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Subject who sent a certain document.
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| Number |
Unique document number: two-digit year code, three-digit document type code (same as in the Document types register) and six-digit consecutive number. The number is generated automatically by the program and cannot be changed.
The arrows in this window allow you to move to the previous or next record.
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| Document date |
Date of issuing the document. |
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Due date
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In case of invoices, due date for payment.
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| Note |
Short note that can be added to the document. |
| Document link |
When clicking in the Document link window, a drop-down list shows all documents in the program. You can select a document from the drop-down and link it to the imported document. The link is displayed in the right in the Connected tab. |
After entering all the required data, click on the Add attachment field in right panel (General). A pop-up window will open where you can select one or more documents and transfer them to documentation at the same time.
After uploading the desired document(s), the screen shows this document in preview mode and you can click on the Save button in the toolbar.
Below, there is also a chat log where you can see information about who, when and what task has been run in relation to this document.
If you are adding documents to Documentation using a smart phone or a tablet, you can add images directly from the phone's camera without separately opening files and adding the image.
Enter other document data
After entering documents into documentation, you can link them to (existing) documents created in Purchases.
Clicking on Enter other document data opens Purchases, where you can enter detailed information from the PDF document.