Through the custom documents tab it is possible to create a new document, edit and view the documents already created.
These documents are linked and made available in certain stages, such as negotiation, opportunity, purchase order, among others.
To create a new document:
1. In 2020 Manager, go to Administration - Custom Documents tab.
2. On this screen, all documents already created will be displayed. To create a new document, click on add .
3. The screen for creating the document will be enabled. On the left side it is possible to define the type of document and the variables that will be used in the documents.