# Documents

# Listing documents

The documents section contains two subsections:

Inbox
Sent

Under each subsection is a page for each supported document category. The main difference between the two subsections is that Inbox lists all documents sent to you and Sent lists all documents issued by you. All document list pages display some basic information:

Column	Description
Details	A link to the detailed document page
Document number	Number extracted from the document
Type	Category of the document: Invoice, Order etc.
Date	Date extracted from the document
Reception date	When the document was created on the platform
Buyer / Supplier name	Name of the document recipient
Buyer / Supplier VAT id	VAT id of the document recipient

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Basic columns are chosen by relevance to the document category. Additional columns can be activated from the settings side sheet.

documents list

# Filtering

All pages have filters which allow you to quickly find a specific document or a group of documents.

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For example, all documents sent between two dates, can be found by using the Reception date ( from ) and Reception date ( to ) filters.

document filters

# Ordering

All pages are ordered by Reception date, displaying the latest documents first. Other options for ordering are:

Number
Type
Date ( of document )

# Viewing the document details

Each row in Inbox or Sent pages, contains a Details button. Clicking on the button will navigate to the details page for the selected document. The details page contains several tabs.

Clicking on the document Tools button will open the tools menu. It offers several options ( depending on the type of document you are viewing ). The possible actions are:

document tools menu

# Overview

The overview tab is shown for all document types and displays general information like number, date, contacts etc.

document tab overview

# Lines

The lines tab is displayed for documents with items like invoices, orders, etc.

# Search function

The lines tab contains a search input, which allows you to filter document lines. This is helpful when there are multiple lines and you need to find a particular piece of information. The search filters all line properties like description, amounts, quantity, etc.

# Pagination

Sometimes a document can contain a large number of lines. To accommodate for this scenario, the lines tab is paginated. The default page size is 15 and can be changed to 30 or 50.

document tab lines

# Terms and conditions

The terms and conditions tab is displayed for documents which contain such information like orders.

document tab terms

# Files

The files tab is displayed for all document types and contains:

PDF preview
Attachments

All PDF previews and attachments can be downloaded by clicking on the download ( download button ) button.

Attachments can be deleted by clicking on the delete ( delete button ) button.

document tab files

# Emails

The emails tab is displayed for all document types and contains:

List of recipients
List of created emails with their current status

document tab emails

# Process history

The process history tab displays information for each step of the document processing.

document tab process

# Adding attachments

Clicking on the Add attachment action button will display the attachment upload element. Attachments can be uploaded from any tab.

document attachment action button

To open the file selection dialog, click inside the element. Another option is to simply drag and drop the files. The files will start uploading automatically.

document attachment upload

# Copying a document

The copy functionality allows you to quickly create documents, by using old documents as a starting point.

Clicking on the Copy document option from the document tools menu will navigate you to the document copy form. It is very similar to the create document form with a few exceptions:

Document type cannot be changed
All data from the source document ( with the exception of document number and date ) is pre-filled

WARNING

When copying old documents, the contacts, bank information and terms and conditions might have to be selected manually.

document copy

# Flipping a document

The flip functionality allows you to quickly turn one document type into another related type. For example a purchase order can be flipped into an invoice, an invoice can be flipped into a credit note.

Clicking on the Flip to option in the document tools menu will navigate you to the document flip form. It is very similar to the document create form with a few exceptions:

Document type cannot be changed
All data from the source document ( with the exception of document number and date ) is pre-filled
The reference to the source document is pre-filled

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Flipping options are strictly related to the document type. For example a purchase order can be flipped into an invoice or a proform invoice, but an invoice can only be flipped into a credit note.