{"id":8319,"date":"2019-03-11T15:02:16","date_gmt":"2019-03-11T15:02:16","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=8319"},"modified":"2025-09-10T17:17:57","modified_gmt":"2025-09-10T17:17:57","slug":"about-documents","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/ro\/manual\/about-documents\/","title":{"rendered":"About Documents"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221; locked=&#8221;off&#8221;]<\/p>\n<h3>About Documents<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><strong>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<\/strong>.<\/p>\n<p style=\"text-align: justify;\">You can create and store all important company documents, use pre-defined document templates, or create your own documents. You can even scan documents into the system.<\/p>\n<p style=\"text-align: justify;\">There are few types of documents, which are set by default and you can start using these immediately.<\/p>\n<table>\n<tbody>\n<tr>\n<td><span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\/manual\/about-document\/\" style=\"color: #0c71c3; text-decoration: underline;\">Document<\/a><\/span><\/span><\/td>\n<td style=\"text-align: justify;\">a basic type of document. The main added value of this document type is its versatility, as it can be used for creating \/inputting many different types of documents. You can also add a category for your documents.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3; text-decoration: underline;\">Delivery note<\/span><\/span><\/td>\n<td style=\"text-align: justify;\">is a document\u00a0<span>about shipment of goods that describes the goods and their quantities.<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3; text-decoration: underline;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/about-meeting-report\/\" style=\"color: #0c71c3; text-decoration: underline;\">Meeting Report<\/a><\/span><\/span><\/td>\n<td style=\"text-align: justify;\">records from a meeting. Write down all notes and comments from meetings, do not miss any important points. Attach a photo of the Flipchart discussion and have all agreements with clients or suppliers flawlessly recorded.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/about-contract\/\"><span style=\"color: #0c71c3; text-decoration: underline;\">Contract<\/span><\/a><\/span><\/td>\n<td style=\"text-align: justify;\"><span style=\"color: #000000;\">each company deals with many different contract types. Suppliers, clients, employees, freelancers &#8211; all these relations should be safeguarded by a quality contract. Now you can have all contract templates directly in Teamogy and also all signed contracts should be attached there. Get contract management fully under control.<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3; text-decoration: underline;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/about-sales-quotation\/\" style=\"color: #0c71c3; text-decoration: underline;\">Sales Quotation<\/a><\/span><\/span><\/td>\n<td style=\"text-align: justify;\">is a key company document, as it enables you to estimate your buying prices from suppliers and set your selling price for clients. This is the key for your company profit &#8211; make a profitable quotation and later deliver the job as it was estimated. As the Sales Quotation is linked directly to a job, you can easily manage it from there &#8211; supplier costs, internal work, and client billing.<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/www.teamogy.com\/en\/manual\/about-purchase-order\/\"><span style=\"text-decoration: underline; color: #0c71c3;\">Purchase Order<\/span><\/a><\/td>\n<td style=\"text-align: justify;\">is a key document to manage all of your suppliers. Produce purchase orders with detailed specification of ordered goods, deadlines, prices, and other relevant conditions. This document will prevent any possible misunderstandings, which may happen during external services or goods delivered.<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #0c71c3;\"><u>Received Document<\/u><\/span><\/td>\n<td style=\"text-align: justify;\">every company receives many documents, which make good use as records. Simply attach or scan such documents to Teamogy and add different Tags or Categories in order to easily search for them anytime.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">All of the above document types are set by default. It is very easy to add new document types with custom content or customize the current ones &#8211; like adding a predefined table, paragraphs, or any other custom content.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>About DocumentsThe 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 important company documents, use pre-defined document templates, or create your own [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-8319","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/8319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/comments?post=8319"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/8319\/revisions"}],"predecessor-version":[{"id":987518412,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/8319\/revisions\/987518412"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/media?parent=8319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/categories?post=8319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/tags?post=8319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}