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Component «Documents»

from OneBox #

How it works «Documents» #

How the Document app works

Electronic document base. It's a huge table-registry of all documents: contracts, bills, invoices, acts.

With search, filtering and sorting available, along with the options to attach the scans and apply electronic signatures (optionally - integration is required), share documents.

The app can generate documents out of a template, fulfilling required fields automatically from orders (processes).

  • Install the Documents app;
  • Create document templates or download existing ones from "Document templates collection" app;
  • Start issuing documents right of the orders, projects, processes;
  • Work with the documents, edit them, send to other apps.

A document in OneBox is a file. When you issue a document, an HTML-file gets generated, which you can edit directly from OneBox OS. You can further convert the document to PDF/DOC and send it via email, attach it to a task etc.

Usually, a document is issued based on something: process, task, project, order. There are strings with "products in this order" inside the order, and the document is the printed image of the order.

For those, who thinks in terms of 1C: document in OneBox OS is a printed form from 1C, and the order itself in OneBox OS is a document from 1C.

Documents app from OneBox allows to quickly prepare the necessary documents - contracts, acts or bills. You can create required document from template or create new (for example, invoice for the customer or certificate of completion, etc.) with the help of the app in just a few minutes.

The service is compatible with any workflows, is suitable for commercial, production and other enterprises. Our program for electronic documents allows to create:

  • certificates of completion;
  • agreements with clients, partners;
  • invoices;
  • bills and other.

Functionality of program for document flow also supports electronic digital signature implementation to certify any documents of enterprise, without having to print paper copies.

Electronic document flow significantly speeds up this process and saves time of the personnel, which can be used for solving more important strategic tasks.

Benefits of the Document app for business

Our service provides the following capabilities:

  1. Quick creation of any blanks from scratch or based on existing templates.
  2. Large number of variables to substitute automatically.
  3. The ability to generate a document from any workflow, project or particular order in just a few minutes.
  4. You can send the file to other applications.
  5. Creation of pay stubs, acts, contracts with any structure with the help of editor with broad functionality.

Our program for documents allows to edit any file directly within the app or save it as DOC, PDF and send to partners, clients.

Program for electronic documents from OneBox is available in cloud, and can be installed on Android and iOS. Thus, you'll be able to create any document instantly.

Screenshots «Documents» #

Available Platforms «Documents» #

Application Documents available on Android
Available on Android
Application Documents available on iOS
Available on iOS
Application Documents available in the Cloud
Available in the Cloud
Application Documents available on my server
Available on my server
Application Documents customizable

Documentation and video tutorials by application «Documents» #

Reviews and discussions component «Documents» forum #

Does not allow writing the full name of the document
I enter the name of the document: Expense invoice from "Name" LLC, name https://i.imgur.com/eThI7F2.png I save, then exit and the incomplete name o...
Printing of price tags by articles
This is the problem, if you enter several identifiers of the product in the product field in the settings for printing price tags, everything works...
1 answer
20.09.2023, 04:55
Add variables to warehouse document type
Here you need to add https://box.yerocolors.com/app/document/templates/33/control/ document variables which are here https://box.yerocolors.com/app...
HTML code for letters
Good afternoon, tell me how to correctly specify the html code to pull the product image into the letters, my code is on the image line: Image s...
2 answer
26.06.2023, 14:59
Printing subprocess documents does not work
Good day, Process: https://owwa.crm-onebox.com/484104/?tabid=0 Procedure: https://owwa.crm-onebox.com/app/workflow/26/procedure/293/ The proc...
Documents do not open
previously (until today) when clicking the PDF button, the file opened in a new window, and it could be printed now when you click on the button, ...
6 replies
Інтегратор OneBox
22.06.2023, 10:33
Printing a document in pdf instead of opening, the file is immediately downloaded
Good afternoon Today, the printing of documents in pdf has ceased to open, now there is an automatic download. How can I get back the function Prin...
4 answer
Please expand the possibilities in the "DOCUMENTS" application
In the document editor, there is an option to insert an image, but there is no option to insert a drawing made directly in the application with a s...
4 answer
11.04.2023, 17:29
Question in variable document - link
Good day A document template has been created https://crm.ohrana.ua/app/document/templates/47/control/ A table of products has been added to ...
2 answer
06.04.2023, 10:41
OS / Add the ability to go from the document to the process in which it was created
Good day! Wishes for improvement. I receive a question from an employee about a document, for example https://crm.ohrana.ua/app/document/149377/c...