# Creating documents
To start creating document, click on the
Create document button. The process has 3 steps:
- Select settings
- Complete the document form
- Click on the
Validate and sendaction button
# Document settings
The first step is to select the correct settings.
# Document type
Select the type of document you want to create. After selecting, the corresponding form will be loaded below
Selecting the desired pipeline is mandatory. If there is only one pipeline, it will be selected automatically.
Select the document language from the list of supported languages. This setting applies to the document PDF that will be created.
# Send by email
To send the created document by email, click on the
Send document by e-mail checkbox. The recipients input will be displayed. Multiple emails can be added.
# Document form
The second step is to complete the document form. The form contains different fields based on the selected document type.
# Mandatory fields
All mandatory fields are marked with the
# Calculated fields
Some fields are automatically calculated. They are marked with the
calculated tip and cannot be edited.
# Contacts section
The contact section is used to choose the document parties. To select a contact, click on the corresponding input. The list can be filtered by typing.
Contacts lists are populated with the workspace parties snippets.
# Additional information section
The additional information section is used to add references. An example of such a reference is an agreement or contract related to the document. To add one, click on the
Add button. To remove one, click on the delete button ( ).
# Lines section
The lines section is used to add document items. To add a line, click on the
Add line button. To remove a line, click on the delete button ( ).
# Sending the document
To send the document for processing, click on the
Validate and send action button. If any mandatory fields are missing, the sending will be canceled and they will be highlighted in red. If the form is valid, the document will be sent and the user will be redirected to the Sent files detail screen of the document, where the processing status can be monitored.