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Document Management

  • 25 March 2021
  • 2 replies
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Userlevel 4
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is there a way of only showing certain document classes for certain views? For example when creating an expense and you attach a document it only shows the document class you have set-up for expense receipts?

 

Thank you.

Nikki

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Best answer by ADDMARIAE 25 March 2021, 11:59

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2 replies

Userlevel 6
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Hi,

 

This is set in Document Basic - “Documents Defaults per object”

 

Userlevel 4
Badge +9

Hi,

Thank you this is great.

Nikki