Integration by a Hexpert
If you prefer, we also offer a document integration service.
Here is more information.
Create a document
⚠️ Please note that you must have super administrator status for your account in order to create documents.
You must also have a plan that gives you access to this feature. |
Step by step:
Go to the administration.
Select the “Documents” tab.
Click “+ Create a document”.
Cloning, editing, or deleting a document
To edit or make a copy (clone) of a document, click on “Actions” and choose the desired option.
To delete a document, simply click on the “trash can” button.
❗ Warning! This action is permanent! |
Step 1: Configuration
❗Click here to learn more about this step.
❗Click here to learn more about this step.
1. Title
Write a title for your document.
2. Category
The category facilitates classification. The documents will therefore be grouped under the category selected in the administration and in the document type interventions.
3. Branch
If you have more than one branch, you can select for which the document will be available.
4. Intervention code
Intervention codes are used as a follow-up once a document on file is completed. These are visible from the dashboard.
⚠️ Attention! If you apply one that is “paid”, your client will be billed each time the document is sent. |
5. Fill in by the client
If the document is to be achieved by a professional only, leave this box unchecked. Otherwise, it can be sent to be achieved by the client.
6. Client visibility
If you want your client to see the document when completed. Check this box.
7. Visibility of the document by other professionals
If you do not want other professionals to be able to see the document, do not check this box.
8. Visibility of the document by selected professionals
Click on “more options” for additional choices.
9. Visibility of the completed version of the document
By clicking on “more options” a new menu will open allowing you to choose the level of visibility for the document version that has been completed.
10. Who can complete the document
Choose who will have the rights to complete the document. Click “more options” to open the menu.
Step 2: Document Creation
⚠️ Documents must be created on a computer. Mobile versions (phone or tablet) are not supported.
Note that if you see this message on a computer, you should be able to fix the issue by zooming out. |
Toolbar
When creating a document, you will find a toolbar at the top of the page offering maximum flexibility. With it, you can:
Manage display and formatting.
Manage layout.
Add tables.
Add images.
Table
To insert elements, it is easier to create a table first. This can then be modified as in Excel.
To add cells, go to the “Table” tab and choose the desired format.
To merge cells:
Select the desired cells.
Click on “Table”.
Select “Cell” and then “Merge Cells”.
The cells will become one.
⚠️Advanced table options
⚠️Advanced table options
When you click on a cell, a menu will appear below it. If you select the “Table Properties” option, you will be able to choose from several advanced options.
You can choose options from two tabs, “General” or “Advanced.” Among these options, you will find the width and color of the cell, among others.
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Here is what the table looks like if yellow (or a more specific code, such as #FCFF61) is chosen as the background color.
Elements that can be inserted into the document
By clicking in the table, “Add” will appear on the right. From there, three types of elements can be added to the document:
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Fields
This section allows you to add customized components to the document.
For example:
Areas for writing text.
Sections for entering numbers only.
Checkboxes.
Selectors.
Drop-down menus.
💡 Tip: Customize the name of a componentOnce the element has been added, customize its name by clicking on the alphanumeric field.
This will be particularly useful when creating a report or a formula.
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Data
This section allows you to add any data from the software to your document, even data that you have created.
This data will be saved directly to the client's file once the document has been completed.
Once added, you must also choose the unit of measurement in which the data will be recorded. This data will be recorded directly in the customer's file once the document has been completed.
If you want the value of a data item to appear by default in the document, click on “Preset with file value”. You can change the size of the item to enter text.
Modules
This section contains drawing boards, as well as a series of assessment protocols that are already integrated into the software.
💡 Tip: Dark gray fieldsThese are fields that will be calculated automatically based on the results entered or that will be filled in when the document is completed using the customer's information |
Automatic calculations in a document
If you want to create a document that includes automatic calculations, click here to learn more.