List of related questions and answers «Managing Documents and Document Templates»
Uploaded documents in CRM are not saved on the server
Good afternoon! According to the business process, we have configured to upload a document to the task by clicking the "send to client" b...
Document Template
Suggest, how can you enter all the information from the subprocesses block into the document template? 2. Can you enter in the document table all t...
1 answer
18.01.2021, 18:01
We have the ability to print processes with the button But it creates 1 file and adds there all the orders that I selected for printing. Can I do ...
Amount and price format
Hello! Questions about documents: 1. In the invoice and in the act, in the columns "Price" ({row: product_productprice}) and "Amount...
Printing documents in bulk with product grouping
Good afternoon! Please help with document templates. I want to create a document with which you need to massively print all the goods from several ...
Document printing does not work
Good afternoon! I ran into a problem, namely: when mass printing documents (https://i.imgur.com/5VdvfO5.jpg), Boxing in its settings does not indic...
How to remove headers and footers when printing documents?
Good afternoon! Tell me how to remove headers and footers in a document when printing https://i.imgur.com/oN40hC6.jpg? In the print settings, all c...
Location of the product description in the document
Client box https://psauto.crm-onebox.com/admin/ There is a document template https://psauto.crm-onebox.com/admin/shop/document/templates/20/control...
When creating a document in Box, create a public download link for it
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...
Product variable.
Case: Uploaded the Purchase and Sale Agreement. I set all the variables in it. However, I can't find a variable for a Product from a process. W...
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