Missing "Add Documents" button

Question

Good afternoon. We are getting acquainted with the system and we cannot add a document, due to the absence of the corresponding "button". The free version is used.

Answer 1

Отдел Заботы

OneBox production

Good afternoon. In the box, all documents are linked to some object/entity (process, user, warehouse operation) and, accordingly, you can add it in editing the corresponding entity. First you must set up document templates https://baltco.crm-onebox.com/admin/shop/document/templates/ . Then, for example, create a process and in the "Documents" tab generate a document on the process according to one of the created templates. Some of the templates you already have by default for example.

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28.10.2020, 11:44

Original comment available on version: ru

Missing "Add Documents" button

Answers:

Thanks for your choice.