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.
- Open the block «Printed forms and templates», click and select format or «Request documents from the user».
- Enter the document name.
- Select the stage at which it should be filled in.
At the selected stage, the system will require you to download the specified document.