How to Open Multiple Documents Simultaneously in 1C Fresh

To prevent the first document from closing automatically when you open a second one, you need to check the panel settings — the data of open tabs must be transferred to it. This particular setting determines whether documents will remain open simultaneously or close when you switch to a new one. After adjusting it, you will be able to keep several documents open at once and switch between them without losing entered data.

Why documents close when the next one is opened

In the 1C Fresh web client (cloud access to 1C:Accounting for Kazakhstan), navigation through forms is organized via the panel of open windows. If this panel is not displayed or its settings do not allow keeping several forms active at the same time, the program shifts focus to the newly opened document, and the previous form effectively becomes unavailable for parallel work. For an accountant, this creates inconvenience: for example, when reconciling data between a sale and a receipt, when matching an ESF (electronic invoice) with primary documents, or when transferring data from one tax reporting register to another, you constantly have to go back and reopen the required form.

Working in the cloud has its own specifics compared to a local "thick" client: part of the interface behavior is controlled by the panel settings and the parameters of the service itself. Therefore, the first step should always be to check precisely the display settings for open documents.

How to set up simultaneous opening of documents

1. Open the panel settings — usually this is the settings icon next to the program's open tabs.
2. Find the section responsible for displaying open documents.
3. Make sure that the data of open tabs is transferred to the panel — this is exactly the setting that determines whether documents will remain open simultaneously or close when you switch to a new one.
4. Save the changes and check the result: open one document, then a second one, and make sure the first one remains available in the panel.

After adjusting this setting, you will be able to keep several documents open at once and switch between them without losing entered data.

Ways to work with multiple documents

In addition to switching between tabs within a single window, other techniques are used in cloud work. Their availability depends on the platform version and your service settings, so check the actual behavior in your own database:

• Switching via the panel of open windows — the basic method, for which the setting described above is needed.
• Opening a form in a separate browser window — in some cases, a form or list can be opened in a new browser tab (page), which allows you to see two documents side by side. The availability of this option depends on the configuration.
• Using the hyperlink navigation command — from a document you can navigate to related objects (a counterparty, a contract, an invoice), while the original form remains in the panel.

Step-by-step procedure for a typical reconciliation task

1. Open the first document (for example, a receipt of goods and services).
2. Make sure it is displayed in the panel of open windows.
3. Open the second document (for example, the corresponding ESF or payment).
4. Switch between them via the panel without closing either of them.
5. Save any entered but not yet posted data before switching, to be sure you do not lose your edits.

Common mistakes

• The panel setting has not been checked. Users consider the behavior a "service malfunction," although it is enough to transfer the data of open tabs to the panel.
• Working without saving intermediate data. When switching between forms, an unposted or unsaved document may lose part of the entered information — save the data before switching.
• Opening too many windows at once. In the cloud, this can slow down performance and increase the load on the communication channel. Keep open only the documents you really need.
• Mixing up different users' settings. Interface parameters are usually individual — if everything works for a colleague, check the setting in your own session.

If the setting did not help

If the behavior has not changed after checking the setting, you should contact 1C Fresh technical support to clarify the details — additional configuration on the service side may be required. When contacting them, describe:

• which documents exactly you are opening and in what order;
• what happens when you open the second document (whether the first one closes, whether data is lost);
• which panel settings you have already checked and changed;
• the browser used and the method of logging in to the service.

This will speed up diagnosis, since part of the interface behavior in the cloud is controlled on the service side, not only by the user's local settings.

What to check

• Whether the panel settings are open (the settings icon next to the tabs).
• Whether the data of open tabs is transferred to the panel — the key setting for simultaneous opening of documents.
• Whether the setting changes are saved and the behavior has been verified in practice (open two documents in a row).
• Whether data is saved before switching between forms, to rule out losing it.
• Whether the issue is relevant for all database users or only for your session.
• If nothing helped — whether a description of the problem has been prepared for contacting 1C Fresh technical support.