Use the [ Documents ] section to manage incoming and outgoing documents, register their numbers, save scan copies, etc.
The records from the [ Documents ] section will supplement customer communication history, display on the [ Timeline ] tab and help build a complete customer or deal profile. Use the section quick filters to search for the needed document:
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By date (the [ Date ] field of the document page).
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By owner (the [ Owner ] field of the document page).
To create a new document:
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Go to the [ Documents ] section.
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Click the [ New document ] button.
A new document page opens, with the automatically generated document number. Creatio generates document numbers according to the “DocumentCodeMask” system setting. A new document page will have the following default values in its fields:-
[ Number ] – the number of the new document.
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[ Status ] – “Active.”
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[ Date ] – the user’s current date.
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[ Owner ] – the current user’s contact.
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Populate the [ Type ] field by specifying what kind of document this is.
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Populate the [ Account ] and [ Contact ] fields to link the document to a specific customer.
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Add links to other connected records on the [ Connected to ] detail. If you fill in the [ Documents ] detail of a record, the record will be connected to the specified document.
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Click [ Save ].