Documents¶

Documents are uploaded files with a title, date, category and direction (incoming, outgoing or other), optionally linked to a member.

Where documents are uploaded¶

• On a member: in the "Documents" tab of the member view (see Members) - the document is linked to that member from the start.
• On a transaction: on the transaction page (see Finances) - in addition to a member link, this connects a receipt to the specific booking.
• General, unrelated (Documents → Add): for documents that belong to no member and no transaction.

Categories¶

Categories come from the core and from installed apps/plugins, not from a fixed list. The core itself knows:

• Miscellaneous document, Registration form (documents app),
• Receipt, Invoice, Statement (bookkeeping).

An installed plugin can contribute further categories; which ones exist in a given installation depends on which plugins are installed.

Downloading¶

Every document can be downloaded from its detail page; byro only serves the file after its own access check (see Security baseline for why /media/ must never be served directly by the web server).

Sending as a mail attachment¶

A document can be attached programmatically to a new mail placed in the outbox; plugins that automatically deliver a requested document use this, for example. The Office itself has no button for this - neither the compose form nor the member view offer "send this document by mail". A document only ends up as a mail attachment when an automated function (for example a plugin) adds it there.