Create a document for a contact
- If you are a user with the Root or Admin role, you can complete the operation.
- Ordinary users need to have the following permissions on their profile to complete this operation.
- Allow user to handle Accounts.
- Allow user to handle Contacts.
- Allow user to handle Documents.
- Allow user to handle Documents templates.
Create and attach a new document to a contact, by opening the app menu and click on the Contacts item, find and select the contact which you want to create a document to.
Open the form options menu, and select the Add new document option, then find and select the document template you want to use for your new document.
Assign a title for the document.
Optionally, you can edit the content of the document by opening the form options menu and clicking on the Edit content option.** This will enable the content input and editor buttons. Change content or use tags to user details from other records. If you add tags, click the Reprocess Dynamic Content button to make the tags transform into values from the related elements after you complete the edition.
Choose whether the document should be editable or not.
Click the checkbox Make this document immutable if you want the content of the document to not be updated once it has been saved.
Check the checkbox Sign this document by you and the contact if you want to capture the client's signature using a unique key for the document and an external link with which the client can access the document to place their signature. Your user's current signature will be attached to the document.
Click the Create document button. A dialog will appear to confirm the operation. Click the Create document button to confirm.
If you want to get a print view, click the button Print view. A new page will open where you can see a simple and clear view of the entire document.