Overview

This document is as a quick reference to adding a Factbox to the screen.

Factbox

• Navigate to Purchase Invoices (using Search Box in the top right)

• Click on any created purchase invoice and click on Manage, then on Edit.

• FactBox is a quick summarize of related information to the main document. It is situated on the right side of the screen. In order to add this FactBox, click on the blue info icon on the right side of the screen.

• On the right side of the screen appears the FactBox

• To add or remove information from the FactBox click on Settings on the upper right corner of the screen, then click on Personalize.

• A window will show that you’re personalizing the current purchase invoice. Click on More to be able to add fields to FactBox tables.

• For example, if you wish to add Created Date-Times of Incoming Document Files, click on the Incoming Document Files table, then on the + Field button on the top, and drag the Created Date-Time box into the Incoming Document Files table.

• If you wish to remove, for example, the Type of Incoming Document Files, hover over the Type column inside the table, click on the arrow that appears right beside it, and click Remove.

• It works the same way for the rest of FactBoxes. When you Customize FactBox in one Purchase invoice it will work also for all the rest of Invoices.