On the File classifications page you manage the categories into which you can sort the files attached to documents (for example contract, copy of delivery note, photo). This makes the attachments easier to find later.
Click Main menu / Settings / System settings / File classifications. At the top you see the New, Open and Delete buttons, below them the list with the ID and Name columns. Click a row to select the classification. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. On the Actions tab of the window that opens, below the Save and Close buttons, enter the Name field and click Save.
Select the row and click Delete. Before deleting, consider whether the classification is still used for attached files.
Use short, unambiguous names so that classifying the files attached to documents is quick and consistent.
The field of the file classification form.
| Field | Required | Description |
|---|---|---|
| Name | The name of the classification, shown when you choose the classification of an attached file. |
You can sort the files attached to documents into categories, which makes them easier to find later.
Click New, enter the name and click Save.
Yes, select the row, click Open, change the name and save.
You can delete the selected classification with the Delete button. Before deleting, check whether it is still used for attached files.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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