Saving your Favorite Document Classes

Learn how to save your favorite document classes to directly find them back when attaching a document to an order or invoice.

Tip:
Use the Favorites feature to find more quickly data that is relevant to you when completing documents. You can use it in several pages, with items that you frequently use, such as customers or suppliers.
  1. When completing an order or invoice, go to Attachments > New Document.
  2. From the New Document pane, click the Document Class drop-down menu.
  3. Click Find at the top of list.
  4. Enter your office code in the Document Class filter to show only the document classes of your office.
  5. Click the heart icon on the lines, then close the pane.
  6. Now back to the New Document pane, click the Document Class drop-down menu.
  7. Click the heart icon at the top of the list to show only the favorite document classes.
You can also use the favorite feature on lists, for example of customers or suppliers. Read Saving Records as Favorites for more details.