Personal tools

Log in

Changes

From All n One's bxp software Wixi

Jump to: navigation, search

Form MultiDoc engine

1,054 bytes added, 23:24, 12 September 2016
Form build
* Type : Blended
* ID: 9
* Advanced Settings > External > Allow External CCL file download > True
* Basic - Text Box : Customer First Name (strCDA_9_field_0_1)
* Basic - Text Box : Customer Surname (strCDA_9_field_0_2)
The form should look like
[[File:multidoc_engine_001.png|800px]]
 
 
=== HTMLTemplate1 ===
[[File:multidoc_engine_005multidoc_engine_006.png|800px]] == Using the engine ==  From here you can use the options to generate attached documents which will link to the record.  From the drop down lists you can choose the template you want to create a document from. Then press the buttons to the right hand side to create those documents.  The first drop down list are all the HTML templates from the Communications Centre module that have been permitted on the outcome. Only HTML templates currently allow signatures to be logged. If In Browser signatures are not required then the templates will just create the PDF.
The second drop down list are all the RTF template documents in the Communications Centre module that have been permitted on the outcome.
== Using Each of the engine ==documents will then list below to allow them to be included in the email sent out.  Finally with the documents you want to include ticket, press the blue button and the settings from the Outcomes external email options will be used. The system when the send is complete will return you to the original record you were working on.
From here you can use the options to generate
7,528
edits