This form, that can be opened from the document management Configuration form, with the button “Edit distribution messages”, allows you to customize the message texts created for the distribution of documents. The form is divided into two sections: Distribution of individual documents appears with tab “Distrib. single doc.” Multiple distribution appears with tab “Multiple Distrib.” Preset text fields…
For each documental category you must define which users are enabled for editing, verification and approval; Since each document has its own characteristics, is not said, for example, that who has the skills to write quality manual have also the skills to write the procedure, and so to all other types of documents. Not only that:…
This print shows graphically the number of offers made and their amount, optionally grouping them by province, region or country. In the field Category you can filter one category of offerings (i.e. defined as such in the document configuration). Define the time interval for which you want to obtain the graph, by filling in the…
This print provides a summary of the offers made, which can vary depending on the detail you ask or the type of grouping: In the field Category you can filter one category of offerings (i.e. defined as such in the document configuration). By filling in the field Client (possibly using the button that opens the…
HOW TO CREATE A DOCUMENT In the process of creating a new document (from the “new document data entry”), once all the required fields have been filled in correctly by pressing the button you will access to the choice of the model of the document: As you can see you can create the document: starting…
Whenever the work-flow provides a verification, review, approval, etc., must be defined the perpetrators. The button (that you can find in “configure category”) opens a window for selecting a work-flow-time: Select from the section not enabled (left) the name of the person you intend to enable verification or approval of the document and press the…