Business processes management

Add templates and printed forms to the stage

Add templates and printed forms to the stage

At some stages of the business process, you may need to create or upload printed forms — such as a contract or invoice when working with sales. You can also configure Saby to automatically request documents from the user that they will attach during certain stages. For example a scan of an ID card.

  1. Open the block «Printed forms and templates», click and select format or «Request documents from the user».
  2. Enter the document name.
  3. Select the stage at which it should be filled in.

At the selected stage, the system will require you to download the specified document.

License

The «Internal document flow» tariff of «Electronic Document Flow» service.
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