Assigning documents

In the list of the Documents tab, documents from the document management can be put in relation to the record displayed in the form.

New local documents can be placed in the Documents tab using drag and drop. A record is automati­cally created, and a relation between the case and the document management is created. Existing valid document records can be assigned using the Select document function of the tab.

1. Open a sales record and switch to the Documents tab.
2. Click the Select document button. The selection dialog for documents opens.
3. Create relations to the selected records.
4. Save the record!