Activities - the tab of a document

On the Activities tab, you can work with Activities at the documents.

With activity (Agreement, Meeting, Evaluation, Task, ...) you can:

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

In the Type field, we can pre-fill the type of activity that we want to create. After pressing the icon for a new activity, the type will be pre-filled along with other data from the document on the 1st page. After pressing the icon , the filter of Activities, which have the same partner as the document and which have the specified activity type, is displayed.

Button Description:

	Displays the form to create a new activity.
	Displays a filter of Activities that have the same partner as the document. You can select an already created activity from this filter.
	You can change data in the selected activity.
	You can delete the selected activity. It is not possible to delete a confirmed activity.
	You can confirm the selected activity.
	Bulk confirmation of all activities on the tab.

The confirmed activity can be assigned to a document only if it has not any other assigned document.

For an unconfirmed activity that already has a specific document assigned, you can replace that document. Only the notice whether you wish to change a document for the activity will appear.