Prerequisites

• Access to the File > Document menu.
• Configuring a category.

Introduction

The document creation menu allows for creating and storing the desired records.

Upon adding a document, it is possible to associate an identification mask for its definition to be simple and easily recognized.

Applying an identification mask to a document

Follow the steps to apply an identification mask to a document.

For this example, we will use the "Sales" category. For further details on this mask, access the Associating a mask with the category article.

1. Access the File > Document (DC003) menu.
2. Click on the button and select the category configured with the mask; in this case, the "Sales" option.
3. On the category data screen, click on the arrow next to the ID # and Name fields.
4. Select the "Use mask for the ID #" option.
5. In the Identification mask field, search for and select the desired identification mask.
6. After doing that, click on the button.

Conclusion

Thus, upon adding a document with the mask, it will be possible to filter by ID # or title.