Create a document

Use the Documents section to manage incoming and outgoing documents, register their numbers, save scanned copies, etc.

The records from the Documents section supplement customer communication history and help build a complete customer or deal profile. The section includes multiple quick filters.

• By date (the Date field of the document page). Displays documents created within the specified period. To view the documents created on a specific day, set the day as both the start and end date.

• By status (the Status field). Displays documents that have the specified status.

• By owner (the Owner field of the document page). Displays documents whose owner is the specified contact.

To create a new document:

1. Open the Documents section.

2. Click New. This opens the document page. Creatio generates document numbers automatically according to the “Document number mask” (“DocumentCodeMask” code) system setting. The following data in the document is populated automatically:

   Status	“Active”
   Date	The user’s current date.
   Owner	The current user contact.

3. Specify the kind of the document in the Type field.

4. Specify the Account and Contact fields to link the document to a specific customer.

5. Add links to related documents in the Related documents expanded list.

6. Add links to other connected records in Opportunity, Contract and Order fields. If you fill out the Documents expanded list of a record in another section, e.g. Orders, Creatio connects it to the specified document.

7. Save the document.

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See also

Create an order

Create a contract