Working with documents

[quote] Gorobets Maksym wrote: Hello. Please tell me why documents open differently in different orders. In some orders, the invoice and expense report open directly in the box, in others - one document in the box, and the other in Acrobat. For example https://crm.smartid.com.ua/51751/. Where to choose where the documents should open? [/quote] check both documents from the process - both open for viewing in the browser [quote] Gorobets Maksym wrote: The second question about them is - I found where to edit documents, but I don't understand how to move the "Total amount (amount in words)" block higher in the Invoice and Expense slip documents so that it is on the same horizontal level with the "Total VAT" table row? Because the current placement is such that it prevents me from adding a signature in the editor. Or please tell me how I can automatically add signatures to the box so that they are automatically added to expense and invoices? It is desirable with the ability to add multiple signatures and the ability to choose a default signature so as not to struggle with graphic editors every time. [/quote] use legal entities - they have the ability to add legal details and upload a signature image, then use variables in the document - and data on the legal entity of the process will be pulled up [quote] Gorobets Maksym wrote: And third - is it possible to generate checks in the box and integrate with time? [/quote] Vchasno.Kasa and Checkbox services are available for connection and integration

[quote] Maksym Vadimovich Tyndyk OneBox production wrote: [quote] Gorobets Maksym wrote: Hello. Please tell me why documents open differently in different orders. In some orders, the invoice and expense report open directly in the box, in others - one document in the box, and the other in Acrobat. For example https://crm.smartid.com.ua/51751/. Where to choose where the documents should open? [/quote] check both documents from the process - both open for viewing in the browser [quote] Gorobets Maksym wrote: The second question about them is - I found where to edit documents, but I don't understand how to move the "Total amount (amount in words)" block higher in the Invoice and Expense slip documents so that it is on the same horizontal level with the "Total VAT" table row? Because the current placement is such that it prevents me from adding a signature in the editor. Or please tell me how I can automatically add signatures to the box so that they are automatically added to expense and invoices? It is desirable with the ability to add multiple signatures and the ability to choose a default signature so as not to struggle with graphic editors every time. [/quote] use legal entities - they have the ability to add legal details and upload a signature image, then use variables in the document - and data on the legal entity of the process will be pulled up [quote] Gorobets Maksym wrote: And third - is it possible to generate checks in the box and integrate with time? [/quote] Vchasno.Kasa and Checkbox services are available for connection and integration [/quote] Congratulations. Thanks for the answers. 1. The legal entity is in the system. If there are several store names and different logos/signatures, respectively, do I need to create a separate entity for each logo/signature? Then how do I select the necessary data for a specific case? Is it possible to automatically pull up the necessary logo and signature depending on which store is pulled up/selected in the order? I added a signature to the facsimile print, and also added a file to the logo. In the field where the signature is, I added the variable {clientfacsimilesignature}, opened one of the already created expense invoices - there is no signature. It is also unclear how to insert the logo from the top right - I would be very grateful for an explanation of what I am doing wrong. 2. How to open documents in different formats - there is a choice in the documents block. 3. Where to see in time? Thank you

Logo and signature screenshots [file]23881[/file] [file]23882[/file] [file]23883[/file] [file]23881[/file] [file]23882[/file] [file]23883[/file] [file]23881[/file] [file]23882[/file] [file]23883[/file] [file]23881[/file] [file]23882[/file] [file]23883[/file]

[quote] Gorobets Maksym wrote: 1. The legal entity is in the system. If there are several store names and different logos/signatures, respectively, do I need to create a separate entity for each logo/signature? Then how do I select the necessary data for a specific case? Is it possible to automatically pull up the necessary logo and signature depending on which store is pulled up/selected in the order? I added a signature to the facsimile print, and also added a file to the logo. In the field where the signature is, I added the variable {clientfacsimilesignature}, opened one of the already created expense invoices - there is no signature. It is also unclear how to insert the logo from the top right - I would be very grateful for an explanation of what I am doing wrong. [/quote] Very good. Yes, one person - one logo and signature. You can select a legal entity in the process using any method available to you. This will work if the order contains the correct legal entity. If you opened the overlay created before adding the signature and logo, then this does not work. There must be a separate variable for the logo. [quote] 2. How to open documents in different formats - there is a choice in the documents block. [/quote] Perfectly. [quote] 3. Where to see in time? Thank you [/quote] In the applications on the site, from there you can install it on your system

[quote] You can choose a legal entity during the process using any method available to you [/quote] I didn't quite understand what methods are available for selection in the order interface. We are talking about our legal entities, such as FOP1 and FOP2, which can have different signatures - logos. Accordingly, it can be a store on the prom and a store on the outlet - two different BPs, that is, in fact, configure the legal entity separately for one and the second BP. [quote] If you opened a consignment note created before adding a signature and logo, it doesn't work like that [/quote] I added a signature and logo to the legal entity, then registered the signature variable in the expense invoice template, saved, created a new order, but the signature did not appear even for this order in the expense invoice. At the same time, the logo appeared, I tried all three signature options - clientfacsimilesignature (but this is a client one, as far as I understand, this is not needed at all), managerfacsimilesignature - the signature of the person in charge, and the author's signature - authorfacsimilesignature. So what is the correct variable to use? [quote] The logo should have its own variable [/quote] I think I figured out the logo, he added. Thanks, I still have to figure out the signature.