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Create a New Document
Create a New Document

Document creation allows you to send questionnaires, information or get intelligent data to your customers.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Create a document

⚠️ Note that you must have an administrator status on your account to create documents.

To create a new document:

  1. Go to the administration.

  2. Select the “Documents” tab.

  3. Click "+ Create a document" at the top right of the page.

Step 1 - Configuration

❗To learn more about this step, click here.

Intervention code

Please note, if you choose a “paid” intervention code, your client will be invoiced when you complete this document.

Visibility level

You will be able to select who will be able to see and complete the document, as well as its report, if applicable.

Step 2 – Document Creation

During the creation, you can find at the top of the page a document creator that offers you maximum flexibility. So you can manage the display and formatting, add tables, a bit like in MS Office.

For more details on this step, click here.

By clicking in the table, you will see "Add" appear on the right. By clicking on it, you can insert three types of elements in the document:

  • Modules;

  • Data;

  • Fields.

    • These elements are described below.

Table

To insert elements, it is easier to first create a table. It can be modified later as in Excel. To do this, go to the “Table” tab and select the wanted format.

To merge cells:

  • Select the cells.

  • Click the right button of your mouse.

  • Choose “Cell” and then “Merge Cells”

You can also add rows (horizontal) or columns (vertical) by clicking on the right side of your mouse and clicking on Row or Column. Then choose where to insert it, either before or after the selected cells.

In these cells, you can write or add elements such as modules, data, or fields. The rows of the tables will not appear in the document in the final version.

Fields

This section allows you to add custom components to the document, for example:

  • Areas for writing text.

  • Sections for numbers only.

  • Checkboxes.

Once the element has been added, customize its name by clicking on the alphanumeric zone.

Tips and tricks

With the fields, you can ask more concrete questions and allow the customer to leave a more textual answer. You can also create your personal note sheet!

Data

This section allows you to add any data from the software to your document, even those you have created!

Once added, you must also select the unit of measurement in which the data will be recorded. This data will be recorded directly in the client's file when the document has will be published.

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 physical test protocols that are already integrated into the software.

Click on the physical test you want to add to the document. You will then see the different data that must be entered during the completion of the document.

The fields in dark gray are those which will be calculated and classified automatically according to the entered results.

Automatic calculations in a document

If you want to create a document that includes automatic calculations, click here for more details.

Step 3 – Report

❗To learn more about this step, click here.

The last step in creating the document is the report section. You can then choose whether you want to generate a report or save without a report.

In the first case, you can select to modify the document so that the report version is different, for example by adding professional notes.

Further information

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