The document page consists of the field group that contains general data, and several tabs.
Common data
General information about the document.
| Number | Number of the document. Bpm’online automatically generates numbers in accordance with a specified pattern. Use the “Document number mask” system setting to customize automatic numbering of documents. |
| Type | Type of the document, for example, “Disclosure statement”. |
| Status | The current status of the document, for example, “Active” or “Inactive”. |
| Date | Document registration date. |
| Owner | Bpm'online user responsible for working with the document. The contacts who have users created in bpm’online are displayed in this field. |
This tab contains information about connected records from other sections.
Specify the account and contact connected to the document.
Connected to
The field group is used to connect a document to records from other sections. If you fill in the [Documents] detail of a record, the record will be connected to the specified document.
The [History] tab contains system records connected to the document.
Tasks that are connected to the document. This detail displays information from the [Activities] section.
Related documents
A list of documents connected to the selected document.
The [Actions] button menu contains the following options:
-
[Associate with existing] – connects previously added documents to the selected document.
-
[Delete connection with selected] – deletes connection with a document without deleting the document from the system.
The [Attachments and notes] tab
Additional information about the current document, as well as attachments and links to the web resources related to it. Read more >>>
Attachments
Use this detail to store files and links related to the document. For example, here you can attach a file or a scan copy of the document received from a customer.
Notes
The detail is used to store additional text information about the document. You can edit and organize your lead notes on the detail. If you switch to another tab of the document page, the information on the [Notes] detail will be saved.
Feed messages connected with the current document.
