Diversity Collection

Documents related to a transaction

The page Saved documents stores all the documents created or received along with a transaction. A display text is automatically generated containing the type of the transaction and the date. You may change this if you prefer a different text.

To add a document either use the button after creating a preview of a letter e.g. for Sending .

Next to the internal documents created within the program, you can include external documents. You may scan an external document and create a screenshot of it. Then create a new entry (click on the  button) and use one of these options: Add URI of document or  Add image of document. The first option uses public available sources from a webserver while with the second option later screenshots will be stored directly in the database and are not accessible outside the database. If you want to print the document, double click on the image to open a window enabling the printing of the document . For the first option you may use the “https://…” button to search for an URL in your default browser instead of the inbuilt browser of the software which may not provide the whole functionality of a modern browser.

In the lower part you may enter the text that should be shown in the interface (Display text), the type and notes related to the document. With the type you may organize your documents as needed.

Dependent on the software installed on your local computer, pdf files may open in the program or the default browser installed on your computer. To avoid the automatic opening of these files deselect the option and use the button of open them.