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Documents
General
Working with documents in Newton is easy and flexible. It starts with a plan: The structure of Document Types.
For example, a structure could look like this:
Create new Document Types
To create a new document type, navigate to Configuration and Options in the left-hand navigation.
In the Document Type group, you can add a new document type, edit existing ones, and show a hierarchy (like the one above) by clicking on the button SHOW LIST.
Document Type Attributes
Attributes can be used to further describe the behavior of documents of a certain type. For example, if they should contain a Due Date, for which data types they should be used, or if they are relevant for VAT. Here’s the full list:
List of Attributes
Attribute Name
Description
Example
has_expiration_date
Date of expiration. The responsible person (if set) will be notified prior to expiration.
2029-12-31
has_due_date
Due date. The responsible person (if set) will be notified before this date is reached.
2030-06-30
has_reference_month
If activated, documents will have a select box for a reference month (1-12).
12
has_reference_quarter
If activated, documents will have a select box for a reference quarter (1-4).
4
has_reference_year
If activated, documents will have a select box for a reference year.
2025
is_relevant_for_registration_no
If activated, a doc icon linking to the document(s) of the type will be displayed on the entity’s basic tab.
1
is_relevant_for_vat
If activated, a doc icon linking to the document(s) of the type will be displayed on the entity’s basic tab.
1
model
List of data points where this document type should be available. If empty, the type is visible for all data points.
entity,asset
responsible_contact_group
This determines to which Contact Groups a contact has to belong in order to be offered as a responsible person. Please use the ID of the Contact Group. (See Options/Contact Group.)
162
There are no rows in this table
Document Templates
You can also create new documents from document templates. Those can contain data from Newton, depending on the data point. A How-To guide can be found
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