Document notes

Menu: Exports → Document notes

What

Document notes are textual contents that can be attached by creating a new document in a dossier, for example bank details on the invoice.

Where to use?

Company → Location → Dossier → Documents

Create a new document with the same type (Offer Incoming and Confirmation Incoming) as the document note and then the note is automatically attached.


Revision #1
Created 8 June 2022 09:18:06 by Peter
Updated 8 June 2022 12:48:30 by Peter