Contents / User instructions
You can use system templates to generate documents right in the CRM.
Go to Main menu — Documents:
Here you can find any document you (or your group — read more about access permissions) ever created.
Go to tab "Templates" to find document templates (learn how to create templates) and generate new documents on their basis:
You can also generate documents right from the profiles of CRM elements. In this case, the data from contact/object/deal/activity profile will be used to fill in the blanks in the template:
Select the template:
When the document is generated, fields content from contact/object/deal/activity profile is placed into the relevant positions in the body of the template (read more about how to create templates).
You must also see:
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