List of related questions and answers «Managing Documents and Document Templates»
Refinement of the action Issue a document
There is an action Check out document You need to add a setting to the action that will attach a scanned copy of this document in PDF format to the...
4 answer
16.11.2020, 11:30
I have a document template https://olgastazhko.crm-onebox.com/admin/shop/document/templates/15/control/ In it I use the variable {row:product_image...
Fax printing disappears when updating documents
Moved to the stage https://oauth.sam.expert/admin/shop/workflowstatus/194/action/new/ Here is the creation of a document and a fax print is applied...
Show document files in progress after update
good afternoon! before the update, we clicked on the file (document) attached to the process and it opened. Now it downloads when clicked. How to m...
How to show documents in the client's personal account
Good afternoon. In the client's personal account, the "Documents" section, we cannot configure the display of all documents tied to t...
The documents
Good evening. Made a new document template. But it is not available for viewing by an employee who wants to generate a new order. What to do?
Missing "Add Documents" button
Good afternoon. We are getting acquainted with the system and we cannot add a document, due to the absence of the corresponding "button"....
Setting up a document template
There is a document template http://ukrpromspec.onebox-system.com/admin/shop/document/templates/48/control/ in this template different values are s...
Variable process description
Good afternoon! Please rename one of the process description variables https://prnt.sc/v5acu2. The top one is a description, the bottom one is the ...
Document not opening for editing
The "check out document" function is checked "Switch to editing the document after creation" but this transition does not occur.
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