1.8. How to add a new document delivery report?

Follow these steps:

  1. Please log in to the system to access "Dashboard".
    How to add a new document delivery report? — 1
  2. Click menu items: "Contacts -> Documents".
  3. You should now see "Documents".
    How to add a new document delivery report? — 3
  4. Click the "Deliv." link.
    How to add a new document delivery report? — 4
  5. You should now see "New document delivery".
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  6. Click the "New document delivery" link.
    How to add a new document delivery report? — 6
  7. You should now see "New: Document delivery".
    How to add a new document delivery report? — 7
  8. Select "Test Contact: Test street 10" from Address.
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  9. Select "New" from Status.
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  10. Fill in Ref with "FirstDelivery".
    How to add a new document delivery report? — 10
  11. Click "Save and start document creation".
    How to add a new document delivery report? — 11
  12. Click "Save".
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  13. You should now see "FirstDelivery".
    How to add a new document delivery report? — 13
  14. Click the "FirstDelivery" link.
    How to add a new document delivery report? — 14
  15. You should now see "FirstDelivery".
    How to add a new document delivery report? — 15
  16. Press the "Visits" button.
    How to add a new document delivery report? — 16
  17. Click the "New visit" link.
    How to add a new document delivery report? — 17
  18. You should now see "New: Visit".
    How to add a new document delivery report? — 18
  19. Click "Save and start report creation".
    How to add a new document delivery report? — 19
  20. Select "Visit completed successfully" from Report template.
    How to add a new document delivery report? — 20
  21. Click "Save".
    How to add a new document delivery report? — 21
  22. You should now see "Test street 10".
    How to add a new document delivery report? — 22
  23. Click the "New document delivery report" link.
    How to add a new document delivery report? — 23
  24. You should now see "New: Document deliveries report".
    How to add a new document delivery report? — 24
  25. Fill in Name with "First delivery report".
    How to add a new document delivery report? — 25
  26. Click "Save".
    How to add a new document delivery report? — 26
  27. You should now see "First delivery report".
    How to add a new document delivery report? — 27