Activity - document tab

In the Activities tab, you can work with Activities for documents.

Activity (Contract, Meeting, Evaluation, Task, ...) we can:

create a new one, assign an existing one, delete it, confirm it, or cancel it.

In the Type field you can pre-fill which type of activity you want to create. After pressing the icon for a new activity, this type will be pre-filled on its first page together with other data from the document. If the icon is pressed, the Activity filter will be displayed, which have the same partner as the document and at the same time have the specified type of activities.

Buttons description:

	Display form for creating a new activity.
	Displays the Activity filter that has the same partner as the document. From this filter, you can select an activity that has already been created.
	To change the data in the activity we have marked.
	Delete marked activity. Activity cannot be deleted till it is confirmed.
	Confirm marked activity.
	Confirm all activity on tab in bulk.

A confirmed activity can only be assigned to a document if it has not previously been assigned to another document.

For an unconfirmed activity that already has a specific document assigned to it, we can replace this document. You will only be notified if you wish to change the document activity.