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Alternatively, you can use the same-name options from the More Actions drop-down list.

The Attached files button Image Removedbutton Image Added

Click this button to attach a file or view the files that are already attached to the document. Alternatively, click More Actions > Attached Files.

In the Attached Files window, which appears, you can add a file by using the Create button on the window toolbar or open an existing one for viewing/editing by using the Edit button. You can create a new attachment, by adding a file from the disk or by using a predefined template. For more details, see How to attach files and view the attached files.

The Create Notification button Image Removedbutton Image Added


Click this button to create a notification based on the document for yourself or for another user. Alternatively, click More Actions> Create Notification.Image Removed

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In the New Notification dialog box, type the text, select the user and specify when the user must be notified. For more details, see How to work with notifications.

The Document Transaction Details button Image Removedbutton Image Added

Click this button to view the GL transactions posted to General Ledger for the document. Alternatively, click More Actions > Document Transaction Details.

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The window displaying a hierarchic structure of the related documents appears. You can double-click any of these documents to open for editing; also you can post, undo posting, or mark for deletion any document by using the , , and buttons on the left toolbar.

The Print button Image Removedbutton Image Added

To print a document, click the Print button and select the type of the related document which you want to print. Alternatively, click More Actions > Print.

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  • Edit it in the Editing mode. To enable this mode, click Edit Image Removed Image Added . To exit this mode, click Edit Image Removed once Image Added once more.
  • Print it on a printer with the specified number of copies. To actually print the printable document, click the Print button.
  • Save a printable version of the document in a required format. For this, click the Save Image Removed button Image Added button, select the destination folder and the file format from the list of supported formats.
  • Send a document via email. For this, click the Send Image Removed button Image Added button, select the file format and enter the recipient's address.

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