Good afternoon!
What steps are there to make the above settings? Is it possible to use https://prnt.sc/w797ji variables for this. Document ID is in the additional field. Thanks
Good afternoon! What steps are there to make the above settings? Is it possible to use https://prnt.sc/w797ji variables for this. Document ID is in the additional field. Thanks
We form the document with the action Issue document. After that, the document needs to be sent in a message to the client (via SMS or Viber), for this I want to pack it into a public link so that the client can download
We form the document with the action Issue document. After that, the document needs to be sent in a message to the client (via SMS or Viber), for this I want to pack it into a public link so that the client can download
Tyndyk Maxim Vadimovich Administrator wrote: How will you create the document? What do you want to do with the link? In what format?
Max, do you have a solution?
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
How will you create the document?
What do you want to do with the link? In what format?
[/quote]
Max, do you have a solution?
Irina wrote: We form the document with the action Issue document. After that, the document needs to be sent in a message to the client (via SMS or Viber), for this I want to pack it into a public link so that the client can download
Public links are only available for files, not for documents. It will take about 8 hours to make a public link to view the PDF version + setting the action "Checkout document" in which field to write it down. Another option - there is a setting "Attach its PDF version as a scanned copy to the generated document" - in pair with it, add the setting to the "Checkout document" action that you need to write in the additional field a direct link to this file in the specified additional field This is a 2 hour fix.
Irina wrote: Colleagues, give the answer. Almost 2 days have passed since the task was set
As far as I know, the rules of the forum do not provide for any personal deadlines for responding to your messages. If you want personal conditions - use the services of a personal manager.
[quote]
Irina wrote:
We form the document with the action Issue document. After that, the document needs to be sent in a message to the client (via SMS or Viber), for this I want to pack it into a public link so that the client can download
[/quote]
Public links are only available for files, not for documents.
It will take about 8 hours to make a public link to view the PDF version + setting the action "Checkout document" in which field to write it down.
Another option - there is a setting "Attach its PDF version as a scanned copy to the generated document" - in pair with it, add the setting to the "Checkout document" action that you need to write in the additional field a direct link to this file in the specified additional field This is a 2 hour fix.
[quote]
Irina wrote:
Colleagues, give the answer. Almost 2 days have passed since the task was set
[/quote]
As far as I know, the rules of the forum do not provide for any personal deadlines for responding to your messages.
If you want personal conditions - use the services of a personal manager.
Tyndyk Maxim Vadimovich Administrator wrote: As far as I know, the rules of the forum do not provide for any personal deadlines for responding to your messages. If you want personal conditions - use the services of a personal manager.
What is this for? I use the services of a personal manager, but I was hoping to get more information / ideas for implementation on the forum, given that it is from the developers.
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
As far as I know, the rules of the forum do not provide for any personal deadlines for responding to your messages.
If you want personal conditions - use the services of a personal manager.
[/quote]
What is this for?
I use the services of a personal manager, but I was hoping to get more information / ideas for implementation on the forum, given that it is from the developers.
Irina wrote: What is this for? I use the services of a personal manager, but I was hoping to get more information / ideas for implementation on the forum, given that it is from the developers.
To your repeated messages in this topic with the requirement to expedite the answer. If you want a free answer on the forum - be prepared to wait. For any other requirements - there is a personal manager.
[quote]
Irina wrote:
What is this for?
I use the services of a personal manager, but I was hoping to get more information / ideas for implementation on the forum, given that it is from the developers.
[/quote]
To your repeated messages in this topic with the requirement to expedite the answer.
If you want a free answer on the forum - be prepared to wait. For any other requirements - there is a personal manager.
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
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