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Personalized documents
Personalized documents
Creation, modifications and advanced options of documents
9 articles in this collection
Written by
Mathieu Gagné
Export document responses
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?
How to change the visibility of a document to fill out
Written by
Mathieu Gagné
Updated over a week ago
Create / modify a document
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
How to modify a custom document
Here is the description for modifying a custom document
Written by
Mathieu Gagné
Updated over a week ago
Create the report version of a document
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