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Personalized documents
Personalized documents
Creation, modifications and advanced options of documents
11 articles in this collection
Written by
Mathieu Gagné
Export document responses
It is possible to export the responses of a document in a .CSV file for one of your customers or for all of your customers.
Written by
Mathieu Gagné
Updated over a week ago
Why can't my client see the documents I sent them?
How to change the visibility of an already completed document
Written by
Mathieu Gagné
Updated over a week ago
Why can't my client see the documents I send them?
To see the documents, the visibility chosen when creating it must include the client. You can therefore modify it.
Written by
Mathieu Gagné
Updated over a week ago
Create / modify a document
Creating a document – Step 2: Document creation
From this step you will be able to create the document.
Written by
Mathieu Gagné
Updated over a week ago
Create a New Document
Document creation allows you to send questionnaires, information or get intelligent data to your customers.
Written by
Mathieu Gagné
Updated over a week ago
Creating a document – Step 1: configuration
You will see where to go to create a document. The article also describes the different choices in terms of visibility and sharing.
Written by
Mathieu Gagné
Updated over a week ago
How to modify a custom document
Here is the description for modifying a custom document
Written by
Mathieu Gagné
Updated over a week ago
Creating a document - Step 3: the report
Here is the procedure to create the report version of a document
Written by
Mathieu Gagné
Updated over a week ago
Use of the document
Send a document automatically
Here is the procedure in order to be able to program the automatic sending of a document
Written by
Mathieu Gagné
Updated over a week ago
Complete a document
As a professional you can create a document type intervention and complete it. Its data will go into the client's file.
Written by
Mathieu Gagné
Updated over a week ago
How to insert formulas in a document
Here is the procedure for inserting formulas in a document
Written by
Mathieu Gagné
Updated over a week ago