Virtual documents (Basic properties)

In basic properties of the virtual documents, freely selectable document names can be entered and additional dates, such as "Date on the document", "Inbox or resubmission date" can be defined. This will allow you to limit your search to specific document properties, such as dates, later.

In addition, additional document comments can be entered or the document content can be described.


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Document information (Subfunction 1 from 2)

Any document name can be specified here, in the field "Date on the document" you can enter the date that exists on the document (such as an invoice or a quotation). If the document has arrived by post, then "Inbox on" can also be noted with a date. Enter the dates, such as "due date" and "resubmit date", and you'll never forget important deadlines again. "Due date" and "resubmit date" data, if registered, will be recorded in your daily briefing and you will be reminded if something is due or something has been put on resubmission.


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My comments (Subfunction 2 from 2)

Additional bullet points or remarks on virtual documents can easily be made in the "Remarks" section. Or just describe the document content in your own words. Many case-sensitive, underlined, or enumerated tools are available. Everything that is entered in comments is searched in the general search. Tick the box below and the comment will be displayed as a virtual post-it.

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