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Contents

Topic in the order

• Archiving systems

• eFile tab in the order

Basic data

• Administration tab in INVOICING in COMPANY

• Form categories in ADMIN

Automatically save forms in the eFile

Activate the checkbox Dialogue: eFile in the form basic data. The form is saved in the eFile when printing.

Form name/title in eFile

It is possible to specify a title for the filing.

Select the eFile title/comment field in the form header data.

If this form is filed in the eFile, the values of the placeholders from the order are automatically written to the field Title/Remarks.

If the eFile Title/Remarks field in the form is empty, the form name is written to the field Title/Remarks as usual.

Save forms in the eFile via CargoCom

If the checkbox CargoCom: eFile is activated in the form basic data, the form is saved in the eFile via CargoCom.