How to associate default sets in document types

Know how to associate default document sets with specific document types in your account.

Follow the steps:

1. Go to the menu Settings > Documents > Main settings.  

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2. Click on the Default document sets tab.  

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3. Select the sets to assign to each document type.  

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4. Click on Save.  

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List of priorities applied to document sets:

1. Default sets defined for a client or supplier according to the document type.  

2. Default sets defined for a document type.  

3. Default sets defined for the company.  

4. The first of all document sets.