Documents

Working with documents in every PDFMAILER.FLOW app.

In every PDFMAILER.FLOW app you work with documents: with receipts in PDFMAILER.FLOW Document Inbox as well as with archived documents in PDFMAILER.FLOW Archive. Much of this works the same everywhere.

A document consists of one or more files and the details that go with them, such as a name, a document type, labels and a business partner. An invoice with two attachments can be a single document with three files. For an invoice, the document data also belongs to it, such as the invoice number, the date and the amount.

You open a document with a click in the list. At the top you see its name and its key details, with a preview of its files beside them. The tabs below show the document's details, its files and its history.

The history of a document shows what has happened to it since it arrived and who was involved, also after it has been archived. To find out how, see History.

Topics

• History – Viewing the history of a document and tracing changes.