Adding a note/file as an order document
For each document a certain amount of data can be entered. Once completed, document data fields can no longer be modified, except the Name, File document and Description fields.
Procedure
1. Go to Orders.
2. Select one or more orders to which you want to add a document.
3. Go to Order details > Order documents.
4. Click Add on the action panel.
5. Select the type of document you want to add.
6. Enter document data in the data section. For the field information, refer to Document data. 7. Click Save.
An order document is created for the selected order.
If the suborder(s) of the selected order have documents linked to them, these can be made visible by clicking the Show suborder details button at the top of the elements list.