---
title: "Attached files to types of transactions with customers in UT for Kazakhstan 3.4.5.21: complete guide"
country: KZ
lang: en
author: Сапа Т.И. (https://buhgpt.kz/authors/sapa-ti)
date: 2026-09-24
canonical: https://buhgpt.kz/suraqtar/prisoedinennye-fayly-k-vidam-sdelok-s-klientami-v-ut-dlya-en
source: BuhGPT
---

# Attached files to types of transactions with customers in UT for Kazakhstan 3.4.5.21: complete guide

> **TL;DR:** Verified on release 3.4.5.21 "Trade Management for Kazakhstan" (edition 3.4). You are configuring customer deal types and want the manager to have an approved commercial offer template, a work regulation for this deal type, or a scanned order at hand. You attach a file directl

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Verified on release 3.4.5.21 "Trade Management for Kazakhstan" (edition 3.4).

You are configuring customer deal types and want the manager to have an approved commercial offer template, a work regulation for this deal type, or a scanned order at hand. You attach a file directly to an item of the "Customer Deal Types" catalog — and it opens with one button from the deal card. The service catalog "CustomerDealTypesAttachedFiles" is responsible for storing these files. You almost never open it directly: it gets populated when you click "Attach file" in the deal type card. But knowing how it is structured is useful — especially when a file "disappears," takes up extra space in the database, or cannot be opened for editing.

1. Purpose

The catalog stores files attached to items of the "Customer Deal Types" catalog: scans, Word/Excel documents, PDFs, images. This is part of the file-handling subsystem (BSP). Each item is one attached file with all its versions, author, date, and edit flag.

2. Where to find it

This catalog does not have a direct menu item — it is subordinate to "Customer Deal Types." The correct path:

- CRM and Marketing → Settings and Catalogs → Customer Deal Types → open the needed deal type → command "Attached Files" (paperclip button on the form navigation panel).

- Or from any deal type card: More → Attached Files.

You can open the entire list in a service manner (for the administrator) via a navigation link. Menu "Tools" (or the ≡ icon) → "Go to navigation link", then insert:

e1cib/list/Справочник.ВидыСделокСКлиентамиПрисоединенныеФайлы

2a. How to find out your release

"Help" → "About the Program" (the "i" icon in the top right corner). It shows the "1C:Enterprise" platform version (e.g., 8.3.24) and the configuration release — a line like "Trade Management for Kazakhstan, edition 3.4 (3.4.5.21)". Check the release before applying the instructions: button placement and the field set change between releases.

3. How to fill it out

You don't create an item manually via "Create" — the file gets into the catalog through the attachment wizard. The procedure is as follows:

- Open the deal type → "Attached Files".

- Click "Add → File from disk" (or drag the file into the list window, or "Add → From scanner").

- Select the file. 1C will load it into the database and create a catalog item.

Key fields of the attached file card and what happens if you get them wrong:

Field
What it's for
What happens if wrong

Name (required)
File name without extension — you search for the file in the list by this. Taken from the disk file name by default.
If you leave a generic "Document1," a month later you won't find the needed scan among a dozen files.

Extension
File type (docx, pdf, jpg). Filled automatically upon upload.
Change it manually and the file will stop opening in its "native" program. Don't touch it without reason.

Owner
Link to the deal type the file is attached to. Filled automatically.
Cannot be changed — otherwise the file will "move" to someone else's deal.

Store versions
Flag: whether to accumulate the file's edit history.
If unchecked — on re-upload the old version is overwritten with no way to restore it. Enable it for templates.

Signed with digital signature
Indicates the file is signed with a digital signature.
Set by the system upon signing. Don't imitate it manually — the signature won't appear.

Comment
Explanation: what kind of file it is, what it's for, who approved it.
An empty comment means colleagues will guess whether the document is up to date.

To edit the file's content, use the cycle "Edit" (Open for editing) → make changes → "Finish editing". While editing, the file is locked by you — others see the mark "In use by: <user>". If you just "Open" and save over it — the changes will not be written to the database.

4. Worked example

You are responsible for the deal type "Wholesale sale with deferred payment". You need to attach an approved contract template and regulation to it.

- CRM and Marketing → Customer Deal Types → "Wholesale sale with deferred payment" → "Attached Files".

- Add → File from disk → select Contract_wholesale_deferred.docx (size 480 KB).

- In the card, set: Name — "Contract Template (wholesale deferred)," flag "Store versions" — enabled, Comment — "Approved by order No. 12 dated 15.09.2026, VAT rate 16%."

- Repeat for Regulation.pdf.

A week later, the lawyer corrected the wording on the penalty. You: "Edit" → make changes in Word → "Finish editing". Version 2 appears in the catalog, version 1 remains in the history. You can open the old one via "More → Versions".

No journal entries are generated for this example. This is fundamental: the attached files catalog is a service catalog, it has nothing to do with accounting and does not create postings to accounting accounts. For comparison — the Kazakhstan chart of accounts involved in trade documents (sale, receipt) look like this:

Operation
Dr
Cr

Goods shipped to customer (revenue)
1210
6010

Cost of goods sold write-off
7010
1330

VAT 16% accrual on sale
1210
3130

Payment received from customer to account
1030
1210

The contract template attached to the deal type does not affect these postings — it only helps the manager quickly process the deal, from which such documents will later be generated.

5. Operation types

This catalog does not have a separate "Operation type" field. The following commands are functionally available for an item:

- Attach file — from disk, from scanner, by template, from another object.

- Open / Open for editing — viewing and editing with locking.

- Finish / Cancel editing — save a new version or roll back.

- Save as — export a copy to disk.

- Sign with digital signature / Verify signature — if cryptography is configured.

- Store versions / Delete versions — history management.

- Mark for deletion — followed by deletion via "Delete marked objects."

6. What is generated during operation

Since the object is a service one, it does not create accounting postings, e-invoices (ESF), or waybills (SNT) — these electronic documents (via the ESF Information System and SNT module) are generated by trade sale and transfer documents, not by the file card.

When a file is attached and edited, the following happens:

- An item of the "CustomerDealTypesAttachedFiles" catalog is created/updated.

- The binary file data is stored in file storage volumes (if disk volumes are configured) or in the internal storage of the information base.

- A new version is written to the information register with versions (if "Store versions" is enabled).

- The author, creation date, and modification date are recorded.

7. Printed forms

The attached files catalog has no printed forms of its own ("Print" with a layout). The file's own content is "printed" — using the application that opens it (Word, PDF reader, image viewer). The commands "Open" and "Save as" are available from 1C, and printing is then done in an external program.

8. Common errors

"File is in use by user <Name>"
Someone (possibly you from another session) opened the file for editing and did not finish. Ask the user to click "Finish editing." The administrator can release the lock via "More → Cancel editing" or in the file list with the release command.

"Maximum file size exceeded"
The uploaded file exceeds the limit from settings. Administration → File Handling Settings → Maximum File Size. Increase the limit or compress the file (especially scans — store as PDF/JPG, not BMP).

"File storage volumes not specified" / files bloat the database
If volumes are not configured, files are stored inside the infobase and increase its size. Configure Administration → File Handling Settings → Store files in disk volumes and specify the volume path.

"Changes were not saved"
You opened the file via "Open" (view only), not "Open for editing," and the changes made on top were not written to the database. Always edit through the cycle "Edit → Finish editing."

File won't open after extension change
Someone manually changed the "Extension" field. Restore the original one (docx, pdf, etc.) — it must match the actual data format.

9. FAQ

Can I restore an old version of a file?
Yes, if the "Store versions" flag was enabled. Open the file → "More → Versions" → select the needed version → "Make active."

Where are attached files physically stored?
Either in the internal storage of the information base, or in disk volumes — depends on the setting in the "File Handling Settings" section. Volumes are preferable: the database does not grow.

Does this catalog create postings or e-invoices?
No. This is a service catalog for file storage. It does not generate accounting postings, e-invoices (ESF), or waybills (SNT) — those are created by trade documents.

How do I attach several files at once?
Select files in Explorer and drag them with the mouse into the attached files list window, or add them one by one via "Add → File from disk."

Why can't I delete a file?
Direct deletion is prohibited. Mark it for deletion, then the administrator runs "Administration → Maintenance → Delete Marked Objects".

Can I sign an attached file with a digital signature?
Yes, if a digital signature is configured in the database (section "Digital Signature and Encryption Settings"). The "Sign" command is in the file card.

How do I restrict access to the files of a deal type?
Through rights settings in access group profiles (RLS). Whoever cannot see the deal type itself cannot see its attached files either.

The file opens, but the "Finish editing" button is inactive — why?
This means the file is open in view mode, not edit mode. Close it and reopen via "Open for editing."

Can I change the file's owner (relink it to another deal type)?
Not by standard means — the "Owner" field is protected. It's easier to attach a copy of the file to the needed deal type again.

Do versions take up space in the database?
Yes, each saved version is separate data. For frequently edited files, periodically clean up the history via "Delete versions," keeping only the current ones.

10. Related objects

- Created on the basis of: the item is created from the card of the "Customer Deal Types" catalog — it is the owner of the attached file.

- Related to in operation: deal types are used in the "Customer Deal" document and in the CRM sales funnel; templates and regulations attached to the deal type help process the specific deal faster, as well as the subsequent trade documents (Sale of Goods and Services, Invoice for Payment), from which postings and e-invoices are then generated.

- Similar service catalogs: most configuration objects have their own subordinate "AttachedFiles" catalog — the mechanism is the same, only the owner changes.

How to find out your release

"Help" → "About the Program" — shows the "1C:Enterprise" platform and configuration release. This guide was verified on "Trade Management for Kazakhstan," edition 3.4, release 3.4.5.21. In other releases, button placement and field composition may differ.

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