Documentation Index

Fetch the complete documentation index at: https://docs.insio.cz/llms.txt

Use this file to discover all available pages before exploring further.

Types of documents

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The document type enumerator is used to specify documents of different modules. To create a new document type, press the New record button and fill in the required data.

  • Code - Document code
  • Name - Any name
  • Group - Arbitrary string
  • Module - Document module
  • Order - Relative numeric position of the document type in the list
  • Active - Allows you to set the activity (applicability) of the document type
  • Activity - For document types that have the Activity option checked, the effective date is checked
  • Attachment - Allows you to set: the document is an attachment. This will take effect, for example, when sending an email from a contract, when documents that are set as attachments are copied between the email attachments
  • Agenda - The agenda in which the attachment type can be used. If no specific agenda is selected, then the restriction is not applied