Document actionDocument management allows you to link documents, such as drawings and offers, to customers, suppliers, sales orders, production files, etcetera, to ensure they are available at the required locations. Examples of documents are working drawings, letters, service contracts, and spreadsheets. Documents can be grouped by document type.
The document type indicates the file type of a document. For example, if you retrieve the documents stored for a customer, the document type will immediately tell you what type of documents they are. Document types could be Word documents, Excel documents, HTML documents, or AutoCAD drawings.