”Document%20template”

We found 26 results!
Admin Guide

– CONTENTS –

…users by the system. Email Templates Creating and editing email templates used all around the system. Document Templates Creating and editing document templates used in modules. — Document Templates –…

Technical Guide

The SOAP Interface

The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….

Technical Guide

CRM-service Active Directory Integration

CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…

Admin Guide

CSV Import

…mappings that have passed validation. The log and mapping files can be found under the corresponding folders under the Csv2Crm folder in the user’s Documents folder. Checking the Settings Before…

Help & Glossary

…visualize offers according to their stages in the sales funnel. Sales order = Module where documents can be created to confirm the sale of products or services, containing the wanted…

Technical Guide

CRM-service CIWS Library for SOAP

…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } }   All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…

General Terms

…imported to the Service. File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a…

Service Security Overview

…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…

User Guide

E-Signing

E-Signing E-Signing is a separately activated feature, which allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM. No separate…

Update Release Notes

2023-01-12 January Release Notes

…(additional settings panel) Mail Scanner now supports Microsoft OAuth 2.0 authentication Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA…

Update Release Notes

2023-10-05 October Release Notes

…easier to read, added “Amount” value to the potential list that opens when the user clicks the chart. E-sign E-sign supports signing groups. E-sign has a new document settings tab,…

Update Release Notes

2024-01-04 January Release Notes

…all activities in the current month instead of limiting it to 500. The issue where the existing document template resulted in an error when the user wanted to change the…

Admin Guide

Tags in Emails Sent by Module Tools

…tools there are specific fields for the email recipient, subject and body text: Email document template (Generic), Notify User (Generic) and Mail reminder (Invoice). Tag can be used in fields…

Update Release Notes

2022-10-06, October Release Notes

…content; a new function for several automations and data maintenance procedures Downloaded document templates now show diaresis correctly Type fields in Organizations and Relations are no longer forced to be…

Update Release Notes

2023-08-03 August Release Notes

…fields correctly on different mobile devices. Fixed an error where document templates gave an error if there was a group user without a first name attached to it as a…

Update Release Notes

2023-12-07 December Release Notes

…been added to the billing company information to add a logo that can be used for billing. To prevent overlapping information, document template tags can be used to specify more…

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