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Default import template for a workflow folder

For each Workflow Folder, you can select a default import template. This template will be used when importing documents from external applications (e.g., importing invoices from RO ANAF SPV).

  1. Access the settings of a main folder (see How to access a Workflow Folder settings).
  2. Select Workflow > Import from the left panel.
  3. On the right side, click on Default import template.
  4. Choose the desired import template. To configure a template for RO e-Invoice, go to Configure RO e-Invoice SPV ANAF Integration.
  5. Click Save.
  6. Exit the folder settings and click Import to download documents using this template in the specified folder. For RO e-Invoices, select Import RO e-Invoice from ANAF SPV.