Document categories

You can save all documentation relating to a customer in a document archive in the customer register. Assigning one or more document categories to customer documents means that you can search and sort by category and this therefore makes finding the document you need quicker and easier.

In Settings - Customer - Document categories there are ready-made document categories that follows Reko's document structure. You can also add your own and name them yourself. They can then be assigned to each customer document.

Related topics

Clients