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.