If you need documents for accounting, couriers, customers, such as contracts, invoices, receipts, invoices, etc., you can create templates and print them when needed.
How to print templates with the «Pipeline» type
All created templates can be printed by clicking on the print icon in the top panel of the card. You will see a list of all created templates to choose from.
After clicking on the desired template, it will be generated and a window will open where you can make additional settings for printing, select a printer, or save the document in .pdf format (depending on the settings on your computer).
To create a new template for printing, click the «Add new document» button.
Printing difficulties and their solutions:
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There is no print button on the card: check if you created document templates with the «Pipeline» type;
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Not all data from the fields has been pulled into the document: you can only see the data you have access to, so the administrator needs to open access to the necessary fields;
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I click on print document and nothing happens or an error occurs: you need to check the template code, most likely there is an error in it - you can contact our support for help.
