BookSoftDocs
Documents

Document selection forms

Selecting a document from another form’s context.

A document selection form opens from a field or command in another form. It returns the selected document to the original workflow and usually has no separate menu entry.

Selecting a document

  1. Leave Search empty or enter a number, date, or another value from the table.
  2. Apply the available filters when needed.
  3. Check the key details and the document state.
  4. Double-click the required row or select it and choose Select.

Close or cancellation returns to the previous form without making a selection.

Selection context

The form can display only documents that match conditions already completed in the original form: organization, partner, period, operation type, application state, or other parameters. As a result, a record visible in the general list may not be displayed in a selection form.

If the required document is missing, first check the completed fields in the original form, active filters, and document state. Do not change data simply to work around the selection constraints.

Document list forms

Searching, filtering, and using available actions in document lists.

Document forms

Completing, saving, and applying a document.