Customer documents

The purpose of Documents section in Customer profile is to store all important documents for every customer (agreements, additional agreements, certificates or manually made invoices etc). This documents will be available for customers use in Customer portal.

Documents

Documents can be uploaded in any format you will choose or generated with the help of templates.

How to upload a document to Splynx.

To upload a document in Spynx click on Upload on the top right corner and window "Upload file" will appear. Here you can write the Title of the document, its Description (optionally) and choose if you'd like this document to be visible to a customer by turning this option on/off. Then click on File Load and choose the document to be uploaded.

Upload file

A soon as file will be uploaded it will also appear in a list of Documents.

Document title

In Operations column of the table will be additional options of using this file, such as Edit Edit , View View , Download Download , Send to a customer Send to a customer and Delete Delete.

Buttons list

Once file had been uploaded it will also appear in Customer portal if option Visible by customer was turned on. Customer will find it in Documents section.

Document list

Customer can download and view the file from here by clicking on Download icon Download on the right side of the table.

How to generate document in Splynx.

Another way to have files in Documents section is by generating them. To generate a document in Splynx click on Generate on the top right corner and the window "Generate document" will appear. Here you will write a Title of document, its description (optionally) and choose if you'd like the document to be visible to a customer.

Generate documents

There are to options to generate the body of the document:

  • It is possible to simply type it in the text area window and then click on Generate or Save as a new template (option above the text area).

    Generate document

    There are here text formatting and editing tools, where you can not only choose a size of the letters, font or colour of the text but also insert the image or URL link, or print the document. You can also see the Preview of the document before generating by clicking on a Preview option on the left side of the text area.

    Preview document

    As soon as document will be generated it will appear in the list of documents in a table.

    Type document

  • It is possible to use a Template to create a document by clicking on a Template window, choosing a Template and then clicking on Load option. Write a Title of the document, make it visible to a customer (optional) and then click on Generate.

    Template select

    Visible by customer

It will appear in the list of documents in a table and in a Customer portal as well, where customer will be able to download it and read. Below is an example of the documents list on a Customer portal for a particular customer.

Downloaded document

Before using Templates it is necessary to configure them first in Config →System →Templates:

Template icon

By clicking on a Type option on the top right corner and you can check all templates you've already have in each category such as Customer portal, Invoice PDF, Mail, SMS, Documents, Cards, Payment calendars.

Template's types

To create a new template choose a type of template first Document and then click on Add option. A window "Create template" will appear where you will write the Title, Description (optionally) and a code for the template.

Creating template

You can also edit existing template or delete it by clicking on options Edit and Delete in Operations column of the table.

Editing template