Document Register

#About Document Register

This is a report page for reading, filtering and exporting results in BSuit ERP (Document Management). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Document Management and choose “Document Register”, or go directly to the address /document-management/document-register.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Add new records — a form opens for the details.
2. Change existing records.
3. Delete records (you are asked to confirm).
4. Bring records in from a file.
5. Submit, approve or reject through a workflow.
6. Attach or upload files.
7. Search within the page.
8. Filter the data shown.
9. Sort by a column.
10. Page through long lists.
11. Work across tabs.
12. Open dialogs or drawers for detail and confirmation.
13. Some controls depend on your permissions.

#What the list shows

The list displays these columns; use search and filters to narrow it.

1. Doc No.
2. Code
3. Name
4. Rev
5. Status
6. Folder
7. Type
8. Author
9. Category
10. Department
11. Conf.
12. Ver
13. Size
14. Uploaded By
15. Created

#How to run a document register report

Reports are read-only: running one never changes data.

1. Open Document Management › Document Register from the menu.
2. Set any date range or filters shown at the top of the page.
3. Run or refresh the report so the figures reflect your filters.
4. Read the result columns: Doc No., Code, Name, Rev, Status, Folder, Type, Author, Category, Department, Conf., Ver, Size, Uploaded By, and more.
5. If the numbers look wrong, check the filters, the selected company and the accounting period before contacting support.

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.