Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Setting up the document package

Use the [Documents package] tab to set up the list of documents required for the product.

The document package can be created automatically or manually. The automatic formulation of the document package is used if a standard document package is required for a product. You can set up the standard document package in the [Product categories and types] lookup.

The document package is manually created if a customer must provide additional documents.

See also

The product page

How to specify product details

How to set up customer parameters

How to set up product features

How to set up bank sales conditions

Setting up condition change criteria

The [Product categories and types] lookup

How to set the standard document package

To enable automatic adding of standard documents to the [Product details] page, set up the [Product categories and types] lookup first. After this, select the [Generate package] item in the menu of the [Documents package] tab to add documents from the standard package to the product.

To set up a document package:

1.Choose the relevant condition from the[Product details] detail and click the link in the name to go to its respective page.

2.Choose the [Document package] in the opened [Product details] page.

3.Click the btn_com_roles_actions_menu.png button and select the [Generate package] command (Fig. 1).

Fig. 1 Adding a default document package for a product

scr_section_products_document_package_automatic.png 

As a result, the list of the documents that was set up in the [Product categories and types] lookup for this product will be added to the [Documents package] tab (Fig. 2).

Fig. 2 Documents in the product document package

scr_section_products_list_of_documents.png 

Manually adding documents

Additional documents are added to the standard package manually. For example. a document certifying military obligation may be required for men below 27 years of age. Let's consider an example of adding an extract from salary accounts for clients who are employees of the bank. To do this:

1.On the product page, open the current product condition by clicking the link in the title. Click the btn_add_from_list.png button on the [Document package] tab of the [Product details] page (Fig. 3).

Fig. 3 Manually adding documents

scr_section_products_manual_package.png 

2.On the [Document in the package] (Fig. 4) page, enter the name of the document, for example, "Statement from the salary account".

Fig. 4 The [Document in package] page

scr_section_products_document_in_package.png 

3.Select the belonging group of the document, for example, "Income confirmation". The group list is set up in the [Document groups] lookup.

4.Select a product sale stage, at which the document must be submitted.

5.Select the role (“Borrower”, “Debtor”, “Warrantor”, etc.) who must submit the document.

6.Type of the document, e.g., “Customer document” or “Regulation”.

7.Select the document template if the document is a Creatio printable.

8.If the document is required and must be submitted during contracting, select the [Required] checkbox.

9.Configure the conditions in the filtering block. Create a filter by contact type. (Fig. 5). To do this, specify the "Contact“ object and the "Type” column in the filter column selection window.

Fig. 5 Using the quick filter example

scr_section_products_filters.png 

10.Click [Save].

As a result, the document will be added to the [Documents package] detail. The document will be available only for individuals of the “Bank's client” type.

See also

The product page

How to specify product details

How to set up customer parameters

How to set up product features

How to set up bank sales conditions

Setting up condition change criteria

The [Product categories and types] lookup

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