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

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1 answer
01.02.2021, 18:34
Printing a Document
Hello! Is it possible to set up a BP so that when going to a stage, a document from the BP is automatically printed?
3 answer
01.02.2021, 12:46
Printing Documents
Here is the itinerary http://crm.mebelok.com/admin/customorder/logistika/1869103/edit/ Logisticians always print the sub-process (picks, deliveries...
6 replies
Друкарня "Друкарик"
29.01.2021, 13:02
Own name for the file with the document
Good day. I cannot change the name of the file in which the document is being saved. More precisely, it’s amazing to go out. Axis pattern. As a nam...
1 answer
26.01.2021, 15:15
Differences in Viewer and Editor
There is a document template - https://vuuoksa-home.crm-onebox.com/admin/shop/document/templates/16/control/ And it is different in view mode from ...
1 answer
26.01.2021, 09:06
TORG 12
Does anyone have a ready-made template for the TORG 12 document? Since they did not find a ready-made template in the system
3 answer
How to display the FOI document in text and not its id, from an additional process field with the multilist contact type.
Please tell me how to display the FOI document in the template with text and not its id, from an additional process field with the multilist contac...
1 answer
deliveryNoteBarcode_svg document template variable error
When trying to add the deliveryNoteBarcode_svg or deliveryNoteBarcode_ean13 variable to the template https://adapter.crm-onebox.com/admin/customord...
5 replies
21.01.2021, 10:48
Variable advice in a document template
The system has an additional process product field with the Date and Time field type. Is it possible to use date_format for this field variables in...
12 replies
20.01.2021, 16:56
Formation of documents
In the process, two invoices were issued: for the service and for the product. Accordingly, on the basis of the invoice for the service, an Act of ...
15 replies
20.01.2021, 13:47
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...