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