Video tutorial
Tutorial content:
- Example of creating a new document record
Create a new document record
In the upper gray bar, click on the CRM module, and then click on Documents in the left navigation bar. We will now press the New document button on the page. In the open document form, fill in the Subject, and fill in the Document type. In the Links section, we can assign a document record to an existing contract using a pickup, which automatically assigns the document to an existing business account. On the Rights document tab, we can use the scope to set the rights to read the document. From the list of user groups, you can select those for whom the document will be displayed in the view pages. By selecting user groups, we prevent members of other groups from viewing this document. If we choose not to set read permissions and do not select any user groups, the record will be displayed to all users. If we wish, we can send an informative e-mail about saving the document to other users. You can add them by checking the Notify other users of this document box on the Other tab. The e-mail will be sent after saving the form. Documents can also be validated. The date on which the document expires is entered in the Expiration date field on the General tab of the document form. Records of expired documents can be found in the Expired documents view page. To add an attachment to our document, click on the Browse... button in the Comments and file attachments section of Attachment 1. This uploaded the document we requested to our document. Of course, we can upload several such attachments within the record. The attachment can then be sent to any recipient, most likely a contact assigned to the business account. So check the box Send marked attachments, and then check the box Send attachment 1. We will now fill in the customer's e-mail and attach the text. When we're done, click the Send by e-mail + Save button. On the Documents page, we now see the document we created.