Field description Document templates

When you want to create a new document based on a template, a new screen window will come up. Depending on where you are in Evatic, the fields Customer and Contact will be automatically filled in. A document name will be automatically generated, based on customer name and date. If the customer has various contact people, they will be listed in the contact list (F4) (see also How to create a document group).

 

 

Field name	Description
Customer	The customer the document is created for.
Template	The template used for the document
Contact	Contact person receiving the document
Name	Name of the document
Category	Select a category from the drop down list. This can later be used when searching for a document.
Search words	Search word which will make it easier to search for the document in the database.
Write permission	You can choose who will be able to make changes to the document here (in addition to the user him/herself). You can click on the whole division or on a specific user.