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Basic data


Basic data settings

ADMIN → FORMS → FORM CATEGORIES

Use the field Behavior when sending mails in the basic data FORM CATEGORIES.

ADDRESSES → General tab → Invoice attachments sub tab → Form category field

Per address, you can now define when every form rule is to apply.

You can enter the client, voucher and invoice type, mode, sector, branch, AWB or B/L type, main and sub department.

Form category is the only required field.


Double click on the Form category field to open a new mask.
This mask also contains a roll area.
Per form category, you can define how the application is to act.

→ In the field Settings you can choose between: BLOCK, CONFIRM, IGNORE.

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