Create a document

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Sales Creatio

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:

  • By date (the [ Date ] field of the document page).

  • By owner (the [ Owner ] field of the document page).

To create a new document:

  1. Go to the [ Documents ] section.

  2. 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:

    1. [ Number ] – the number of the new document.

    2. [ Status ] – “Active.”

    3. [ Date ] – the user’s current date.

    4. [ Owner ] – the current user’s contact.

  3. Populate the [ Type ] field by specifying what kind of document this is.

  4. Populate the [ Account ] and [ Contact ] fields to link the document to a specific customer.

  5. 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.

  6. Click [ Save ].