Customer documents

The purpose of the Documents section in Customer profile is to store all important documents relating to every customer (agreements, contracts, certificates, identification etc.) These documents will be available for customers to use in the Customer Portal.

Documents

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

How to upload a document to Splynx.

To upload a document in Splynx click on the Upload icon on the top right corner and a pop-up window Upload file will appear. Here you can specify the Title of the document, its Description (optional) and choose if you'd like this document to be visible to a customer in the portal by turning this option on/off. You then have the option to click on the File upload icon Load and choose the document to be uploaded.

Upload file

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

Document title

In the Operations column of the table you'll find actions relating to the file, such as Edit , View , Download , Send to a customer and Delete Delete.

Once the file has been uploaded it will also appear in the Customer Portal if the option Visible by customer is turned on. The customer can locate it in the Documents section.

Document list

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

Generating a document in Splynx.

Another way to have files in the documents section is by generating them. To generate a document in Splynx click on the Generate icon on the top right corner after which a Generate document pop-up window will appear. Here you can specify the Title of document, its description (optional) and choose if you'd like the document to be visible to the customer.

Generate documents

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

  • Firstly, simply type it in the text area window and then click on Generate or Save as new template (option above the text area).

    As soon as the document has been generated it will appear in the list of documents in the table.

    Type document

  • Secondly, we can use a Template to create a document by clicking on the Template drop-down, choosing a Template and then clicking on the Load icon. Enter a Title for the document, make it visible to the 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. 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

Select the Type of document in the top right corner - in this case Documents. All templates relating to the type of document you chose will be visible.

Template's types

To create a new template click on the Add option. A new window titled Create template will appear where you will specify the Title, Description (optional) and code for the template (HTML code - please see Templates configuration)

You can use the Check Code, Preview and Placeholders buttons to check the validity, preview the live code in a new window and select placeholders from a list respectively.

Creating template

You can also edit existing templates or delete them by clicking on options Edit and Delete in Actions column of the table.

Editing template