de Petr Vevera | mart. 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....
de Petr Vevera | mart. 8, 2019 | Manual
New Meeting Report 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Meeting report. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
de Petr Vevera | mart. 8, 2019 | Manual
New Purchase Order 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose new Purchase order. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
de Petr Vevera | mart. 8, 2019 | Manual
New Sales Quotation 1. In the left navigation menu, select Unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Sales Quotation. 5. Complete header details. Mandatory fields are red underlined (can be different from the...
de Petr Vevera | mart. 8, 2019 | Manual
New Document 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents view or All Documents view. 3. Click on New document. 4. Choose document. 5. Complete all header details. Mandatory fields are red underlined (can be different by company’s...
