Documents module settings

List of paragraphs:

Select Setup> Documents to manage document categories and statuses.

Document categories

When creating new document, mark document category. Document categories form document tree:

1
To enter new document category, select Setup> Documents> Document categories. Click New value.

2
Enter category name and parent category.

3
Save. 
4
Select which category is default:

Document statuses

When creating new document, enter its status.

1
To create new document category, select Setup> Documents> Document categories. Click New value.

2
Enter details:

3
Save.

Document number prefixes

Create document number prefixes according to category. Select Setup> Settings> Documents.

Enter Invoice number prefix, Next invoice number, select category and default value. Do not forget to press on blue check mark and save.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us