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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 9.1. List Documents | ||
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 | 9. Documents |  |
Documents are additional files or attachments that belong to contacts, accounts, incidents, items, etc. Documents are created in the database when they are added to a report, and can only be added from that respective report's screen. While documents cannot be manually added to the database from this window, any document that is added or attached to an item or account, for example, will automatically be added to this master list.
Here are some tips for using this screen:
If you have a long documents list, don't hit the button as soon as the screen opens. By default, the screen will display all your active documents—unless you specify otherwise.
Enter document details in the Search window, then select the button. This will narrow the list for you.
This screen can trace back the report the document is located in. The drop down arrow under the document type can provide further information on this as well.
If you have document characteristics defined, you can search and report on these characteristics using the search filter options and also the column headers.
To view the Documents screen, go to . The following screen will appear:
The default filter on the Documents screen shows all documents currently in the database. You can build your own search criteria using the following options:
Select a filter from the list of available filters, then select the button to generate search results. Only saved filters will appear in this list.
Select this button to show the parameters underlying the saved filter. To hide the parameters, click the button a second time.
When building a custom query, you have the following options:
Select to add a new parameter to the query.
Select to remove a parameter from the query. This option is disabled for default parameters.
Select to save your filter for future use. Saved filters will appear in the list of available filters.
Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.
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| 9. Documents |  | 10. Utilities |