Hexfit

Mathieu Gagné

Creation, modifications and advanced options of documents

If a data you want to enter is not part of our default list, you can always create it yourself.

Here is the procedure for choosing a different formula for the standardized tests included in Hexfit.

From this step you will be able to create the document.

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

You will see where to go to create a document. The article also describes the different choices in terms of visibility and sharing.

Here is the description for modifying a custom document

Here is the procedure to create the report version of a document

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.

How to change the visibility of an already completed document

To see the documents, the visibility chosen when creating it must include the client. You can therefore modify it.

Here is the procedure in order to be able to program the automatic sending of a document

As a professional you can create a document type intervention and complete it. Its data will go into the client's file.

Here is the procedure for inserting formulas in a document

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