Centralization of Standardized Documents – Order and Client

The "Standardized Documents" tab on the Order and Client pages now displays all associated standardized documents, regardless of the section from which they were generated.

• On the Order page: the tab now displays standardized documents generated from all documents related to the order (Quotes, Invoices, Proformas, Delivery Notes, etc.), not just those created directly from the order.
• On the Client page: the tab displays all standardized documents generated for that client from any section (Client, Quotes, Orders, Invoices, Delivery Notes, etc.).
• New filter by source section available on the client page

How to use

On the Order page:

1. View the order and navigate to the Standardized Documents tab.
2. All standardized documents associated with the order and its related documents are displayed.

Practical example

Order #3065 has an associated quote, an invoice, and a delivery note, each with its own generated standardized document.

→ In the Standardized Documents tab of the order, all 3 documents are visible in one place.

On the Client page:

1. View the client profile and navigate to the Standardized Documents tab.
2. By default, the standardized documents generated directly from the Client section are displayed.

3. Change the filter by source section to see standardized documents from Orders, Invoices, Delivery Notes, etc.