M_SelectDocument
The context menu that is displayed when clicking on the record selector icon displayed next to a document field, >> Document fields.
It contains the following menu actions:
-
A_SelectDocumentOpen:
Opens a document saved in the Aurea CRM.Web database without check out. -
A_SelectDocumentRecord:
Adds an existing D1 document to the document field. -
D_SelectCustomerDocumentRecord:
Adds an existing D2 document to the document field. This menu action is only active if the record has a KP or FI record as parent. It is not available when in New mode since no parent record is available at that time. -
A_SelectDocumentUpload:
Uploads a local document to the Aurea CRM.Web database.