formation of documents
The ability to generate a document (invoice or act) should be available to each student in the client's card. If we remove this transition from the student's project, will it be possible to generate documents in some other way?
Original question is available on version: ru
Answers:
Hello.
Unfortunately, your description does not give a clear understanding of some problem, or what result you want to get.
Provide a more extended description with examples and screenshots.
Unfortunately, your description does not give a clear understanding of some problem, or what result you want to get.
Provide a more extended description with examples and screenshots.
17.02.2021, 16:00
Original comment available on version: ru
We have configured the ability to generate documents (invoice and certificate of completion). But, the ability to generate these documents is displayed only in the student's project -
How to add the ability to generate documents through a client card, here - ?
How to add the ability to generate documents through a client card, here - ?
17.02.2021, 17:30
Original comment available on version: ru
Ludmila wrote:
How to add the ability to generate documents through a client card, right here -?
I understand that you have procedures configured in your business process?
You need to add the same procedures in the corresponding business process
17.02.2021, 17:47
Original comment available on version: ru
How to do it? We didn't add any business processes ourselves... Do you have instructions/videos on how to do this?
17.02.2021, 17:49
Original comment available on version: ru
Ludmila wrote:
How to do it? We didn't add any business processes ourselves...
So it's time to figure out the settings of your OneBox)
I added a video on the procedures below - take a look, and then see how they are configured for you and set them up in the same way for another business process.
Ludmila wrote:
Do you have instructions/videos on how to do this?
Here is a video about the procedures https://youtu.be/TqBiFzAznEs
17.02.2021, 17:56
Original comment available on version: ru
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