Through the Documents screen, it is possible to create a new document, edit and view the documents already created. These documents are linked and made available at certain stages, such as Negotiation, Purchase Order, among others.
Types of Reports
In the Report Types area, all types that can be created are displayed. By checking the checkbox of the respective types, the documents already created are displayed on the side.
Add
To create a new document:
1. In Manager, go to Adjustments - Settings - Documents.
2. On this screen, all documents already created are displayed.
3. To create a new document, click on the + (add) symbol.
4. On the New Document screen, select the desired document type and click Save.
Document Assembly
On the Document Assembly screen, the user can add tags, define the Description (title) of the document, edit the Header, Body and Footer and also configure the page (size, margins, orientation).
Configure page
1. To access the page's settings, click on the gear icon, shown in the image below.
2. Through this screen it is possible to edit the page size, margins and orientation.
Tags
On the right side of the page, all the tags available for insertion are displayed. The tags are divided by type and the system allows you to search for a specific one.
Edition
In the editing area, the user must enter all the information that must appear in the document. The document editing screen is divided into Description, Header, Body and Footer.
In the Header, Body and Footer fields, you can view all the tools available for editing and formatting the document.