Use this tab to view all the documents related to the project.
The "Projects (create)" form. The Project Documents tab
You can select specific documents for viewing by using the filters available on the tab and the Search field.
To find documents of specific company, start typing a company name in the Search field. To find a particular document, type any string from its number, transaction type, or comment.
To select only documents with dates in a specific date range, select the start date for this range in the Documents From field and the end date in the To field.
To filter the list by specifying a financial period (month) or any other commonly-used period (week, 10 days, month, quarter, half year, or year) click the 
button.
To select only the documents of specific types, click Edit Document Types on the tab toolbar. This opens the Selected Document Types dialog box.
To clear selection for all document types, click 
.
To select all the listed document types, click 
. Then manually adjust the selection and click OK to apply filtering by the selected document types and close the dialog box or click the Cancel button to cancel any changes to the selection of document types.
Overview
Content Tools