Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
#3064 - Save in Upload My Document
Hi, I'm testing you plug-in and it works very well . I have one question, can I generate document and save like document bean on suitecrm ?
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"It has improved our processes so much! Admin cut in half! We send a webform to clients to sign up straight into CRM then generate and print their paperwork to sign."
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WSiedler
3 years ago
Hi,
I'm sorry, but we don't quite understand what you mean.
Do you mean that when the document is generated it is saved in database together with the rest of the fields?
Regards
3 years ago
Ok, we think we understand what you mean.
Currently the component can attach the generated document to an email or a note automatically. The latter only if a document is generated for a single record.
We assume that you mean to achieve the same functionality as for Notes, but for the Documents module, so that when the document is generated, it generates a record in that module with the new generated document already attached.
Currently, the component does not meet this functionality, it would be an extension of the component.
Regards