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Problem: How

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to post (re-post) group of documents?

Solution: User

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Document Posting system service tools

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as shown.

The FirstBit configurations provides several possible options for group posting of documents - depending on the user's goals for this action.


1. If the user needs to re-post group of one type documents for a certain period.
For example, the user needs to re-post Invoice Received documents for a month - in this case, the user can select the documents he needs in the list form (with Shift and Ctrl buttons), and then re-post the documents through the menu as it shown on picture below(this meny may be shown with mouse right button):


2.  In case when user needs to re-post some types of documents for period. For this action user should have Administrator access profile.

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After making all settitngs - choosing document types, set period and checkboxes - user should push POST button and system will complete it and show notification about it

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3. In case if user need to post (re-post) documents connected to certain system Registers. In this case user should understand logic how system works - how documents create records in registers and then system collect data from registers for reports generation. For this action user should have Administrator access profile.

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