Documentation
Documentation can be created in two ways. Either directly from the view Overview, or from the view Documentation.
To create a documentation from the view Overview, click on the paper clip icon in the column Documentation on the account or the account group.
To create a documenation from the view Documentation, select the account or the account group and click on the paper clip icon on the right side of the page.
The list shows the most common documentations for that account or account group. Select the document you want to create and fill in the information.
If a documentation is added from an account, that account number will be pre-selected as Account in the documentation. If a documentation is added from an account group, Account will be empty.