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List of related questions and answers «Managing Documents and Document Templates»

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9 replies
Консалтинговая компания БИТ. Директор
16.06.2021, 13:01
Displaying phone numbers in printed forms
In addition to the mobile number, employees also have a short telephony number. It is the short number that is displayed in printed forms, but it i...
4 answer
09.06.2021, 14:52
Missing documents on order (I can assume more than one)
The application does not open scanned documents https://crm.mama.travel/admin/shop/users/29184/files/ how to understand the cause and can it be res...
PDF export not working
pdf file export not working after system update PDF file generation not working Maybe the system is not completely updated? Is it possible to check...
1 answer
27.05.2021, 16:54
Variable in documents from the Vendor setup field
There is a field in the table of goods Setting suppliers, which displays a link with the order of the supplier (client), that is, the process ID is...
5 replies
27.05.2021, 09:36
document printing estimate
Good afternoon. Please evaluate the revision to the action Check out the document, there is a checkbox Check for the presence of a document in the ...
Duplicate Variable Fields
Good afternoon. Created a document template. The table indicated three fields of the client's full name. For some reason, the Surname and Patro...
1 answer
18.05.2021, 18:15
Help with document layout
https://hte.crm-onebox.com/admin/document/221/control/ This document is indented on the left side, you need to make the same indentation on the rig...
5 replies
17.05.2021, 16:42
Advise on document layout
Document Template https://hte.crm-onebox.com/admin/shop/document/templates/2/control/ Print to PDF example https://hte.crm-onebox.com/admin/documen...
8 replies
14.05.2021, 13:24
Document template question
There is a template https://hte.crm-onebox.com/admin/shop/document/templates/15/control/ It has a caption at the bottom like a picture 1. When pri...
2 answer
13.05.2021, 23:15
Document variables: lookup fields
Good afternoon! Tell me, how do the variables of the reference fields work in document templates? When forming a document in the process, we need t...