Use this form view the document references and the notes attached to the selected record. You can display and create notes and documents, and edit and print existing documents.

Tasks that use this form

Activate document management

Copy a note or document reference

Create a reference to an existing document

Lock or unlock document references

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View and create notes and documents for the selected record.
General	View information about attached documents, including creation time and file type.

Buttons

Button	Description
New	Create notes, documents, faxes, and more, for the selected record.
Open	Open the attached document.
Setup	Set up default options for document handling. Show standard- Show all document references or only those document references for the user who is logged on. Show references only as default- Show only document references and their notes. Tabs and buttons are not displayed. Show any attached file as a default- Open a document with an attachment automatically as default.
Functions	Lock/[Label: @SYS25662, Unlock]- Lock or unlock the information in the Document handlingform. Example If the Document handlingform and the customer table are open at the same time, the form displays the document references for the selected customer and changes when you select another customer. If you select a customer and then lock the view in the Document handlingform, you can select another customer without changing the view in the form. Copy- Copy the selected document reference to another record or several other records. To copy, select the document reference that refers to the file, and then click Copy. Paste- Add the copied document reference to the selected record. Note that if Lockis selected, the document reference is pasted into the original customer's document references, but not into the currently viewed customer's document references. Paste to all- Simultaneously add a single copied document reference to multiple documents. To select multiple records, press CTRL while you select records with the mouse.
Inquiries	References- View all records that refer to the same document. Temporary files- View document reference files that are in use but not yet stored or written to the database. Select the temporary files individually or as a group to write them to the database.

Fields

Field	Description
Select	View all document references, or only the references that you created.
Show references only	Hide the tabs and buttons and display only the document references and notes.
Show file	View the attached file or note in the note pane. You can display all file types supported by Microsoft Internet Explorer, such as .gif, .doc, .xls, and .txt files.
	Displays the date and time that the document reference was created.
Type	Choose document type from the list view of options when creating a new record, by clicking the Newbutton in the form, or the Newcommand on the Filemenu on the menu bar. You cannot change the document type after the record has been created.
Description	Brief description of the document.
Restriction	Specify if the record should be used only internally or externally; for example, on an external document such as an invoice.
Note	Create and edit notes pertaining to the document reference.
Company accounts	Displays the ID of the company accounts that the record refers to.
Reference table ID	ID of the table that contains the reference transaction.
Reference record ID	Record ID of reference transaction.
	Record was created by user.

English-to-Russian translation