Skip to main content
Solved

Document Management

  • March 25, 2021
  • 2 replies
  • 146 views

Forum|alt.badge.img+9

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

Best answer by ADDMARIAE

Hi,

 

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

 

This topic has been closed for replies.

2 replies

ADDMARIAE
Superhero (Partner)
Forum|alt.badge.img+14
  • Superhero (Partner)
  • 308 replies
  • Answer
  • March 25, 2021

Hi,

 

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

 


Forum|alt.badge.img+9
  • Author
  • Sidekick (Customer)
  • 30 replies
  • March 25, 2021

Hi,

Thank you this is great.

Nikki