Add templates and printing templates

Add templates and printing templates

At certain stages of a business process, you may need to create or upload printing templates — for example, a contract or an invoice when working with sales. In Saby, you can also configure an automatic request for documents from a user at a certain stage. For example, a passport scan when applying for a job.

The interface may vary for some sections.

New interface
Old interface
  1. Go to the section where you want to configure the operation and click .
  2. Create a new operation or open a ready-made one for editing.
  3. Open the «Documents and forms» section and click «request documents».
  4. Specify the document name.
  5. Tick the stage at which you want to add the document. Specify whether you require to attach the document.
  6. Define the requirements to the document: its format and encryption.

At this stage, the system will require you to upload a scan or create a document.

Restrict document attachment

Prohibit the user from attaching other documents: the use will be able to add only those that you configured in the operation. In the «Documents and templates» section, set «Other documents cannot be attached».

  1. Go to the section where you want to configure the operation and click .
  2. Create a new operation or open a ready-made one for editing.
  3. In the block «Templates and printing templates», click and select format or «Request from user».
  4. Specify the document name.
  5. Select the stage at which you want to add the document and specify whether you require to upload the document.
  6. Specify if encryption is required.

At this stage, the system will require to upload a scan or create a document.

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