Document Settings reference
Lite+Settings → Attachment Settings → Document Settings. Maps each kind of document FSManager produces to the attachment category it’s filed under — so quote letters, contracts, certificates, orders and worksheets always land in the right place and are easy to find.
| Setting | The document it files | Filed under (example) |
|---|---|---|
| Quote Letter Category | A generated quote letter | Quote Documents |
| Combined Document Category | A combined/merged quote bundle | Quote Sent |
| Signed Contract Category | The customer’s signed contract | Contracts |
| Compliance Certificate Category | PS3 / compliance certificates | Compliance Certificates |
| Order Category | Purchase orders | Purchase Orders |
| Factory Sheet Category | Assembly / factory sheets | Assembly Sheets |
| Invoice Category | Invoices | Invoices |
| Site Measure Category | Site-measure paperwork | Site Measurements |
| Final Site Measure Category | The final, signed-off site measure | Site Measurements |
| Delivery Sheet Category | Delivery dockets/sheets | Delivery Documents |
| Site Glazing Category | Site-glazing request forms | Site Glazing |
The categories themselves are maintained under Settings → Attachment Settings → Attachment Categories, and the templates that produce these documents under Document & email templates.
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