PDF Preview of Documents
This chapter describes how you can preview documents in PDF format. This is helpful if you frequently need to review entries or documents. You can narrow down your search using various search fields. This functionality is available for the sales, purchase and service business areas. Please proceed as follows to display a PDF preview of relevant entries or documents:
- Use the quick search (ALT+Q) to find the Find Entries page.
- Select one of the following options from the upper dropdown menu:
| Search Option | Description |
|---|---|
| Search for documents | Select this option if you want to search for a document by its (external) document number or posting date. |
| Search for business contacts | Select this option if you want to search by contact type (customer, vendor, or bank account), external document numbers, or contact numbers. When you select this search option, you must first select a contact type before you can use the other search fields. |
| Search for item references | Select this option if you want to find a document by a certain serial or lot number: |
- Depending on your selected search option, different search fields are available. Fill in the search fields as needed.
- Then, click on Find in the menu bar. The search results will be displayed in a sorted list.
Tip
Click in the desired line, then click on Show Related Entries in the menu bar to display the related entries or documents.
The relevant documents will be displayed in the PDF preview. You can show or hide the preview with the key combination ALT+F2. You can also save, search or zoom in and out of the displayed PDF document. You will find the buttons for these actions in the menu bar of the PDF preview.