Creating a document

Documents are generally linked to a third-party or a management object. To automatically link reports with management objects, the relevant user preference must be checked (Edit > Preferences > General > Documents).

If it is checked, record sheets (project, customer, and so on) have a Linked documents tab so you can display a document with one click.

When a document is linked to a third-party record sheet (customer, supplier, and so on) created on *****, the document can be downloaded by all coworkers, no matter the company they are in. However, the document record sheet can only be opened and modified by users from the same company.

It is possible to make one or several original PDF documents required for the following management objects: expense reports, sales invoices and credit notes, purchase invoices and credit notes. An original document is similar to a locked document, meaning it cannot be modified or deleted to preserve its authenticity. In the Linked documents tab list, an original document is identified by the icon in the Original column.