How to create a document set

By creating document sets, you can easily organize documents and simplify your business management.

Follow the steps:

1. In the Client Area, go to the Settings menu, select Documents and click on Document sets.

Moloni ON side menu with the Settings, Documents and Document sets path highlighted

2. Click on Create.

Document sets screen with the Create button highlighted

3. Fill in the requested information. The Name field must be filled in without spaces, with non-accented letters and numbers.

General tab of the new document set with the Name field highlighted

4. Go to the Document type configuration tab.

New document set form with the Document type configuration tab highlighted

5. Select the document types you wish to use.

Document type configuration tab with the Document types field highlighted

6. For each document, you must enter the starting date and the validation code (TA). If you have webservice communication active, click on the Request TA code button.

Invoice document type row with the Starting date and Validation code (TA) fields highlighted

7. Click on Save.