por Kateřina Ambrusová | Mar 11, 2019 | Manual
About Documents The Teamogy system will help you to manage the control of all your documents, from your first contact with a client, to writing meeting notes, to creating a quotation for the client, to filling the signed contract. You can create and store all...
por Petr Vevera | Mar 11, 2019 | Manual
Print Layout This manual will show you how to set up a print layout at documents. You can apply this manual to all elements of Teamogy. 1. In the left navigation menu unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document or choose...
por Petr Vevera | Mar 11, 2019 | Manual
Statuses Any type of record, Documents, Jobs, Tasks, Invoices…, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on...
por Petr Vevera | Mar 11, 2019 | Manual
Categories Categories help you to sort your records in Teamogy. In the system default settings, there are few predefined categories, which can be easily changed /expanded for every type of record in Teamogy. If you want to choose category, check the GIF below. This...
por Petr Vevera | Mar 11, 2019 | Manual
New Contract 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Contract. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 6....
