1.7. How to add a new document delivery report?
Please follow steps:
- Please log in to the system to access "Dashboard"
- Click menu items: "Contacts -> Documents"
- You will see "Documents"
- Click a link "Deliv."
- You will see "New document delivery"
- Click a link "New document delivery"
- You will see "New: Document delivery"
- Select "Test Contact: Test street 10" from
- Fill Ref with "FirstDelivery"
- Click on "Save and start document creation"
- Click a link "Deliv."
- You will see "FirstDelivery"
- Click a link "FirstDelivery"
- You will see "FirstDelivery"
- Click button "Visits"
- Click a link "New visit"
- You will see "New: Visit"
- Click on "Save and start report creation"
- Select "Visit completed successfully" from
- Click on "Save"
- You will see "Test street 10"
- Click a link "New document delivery report"
- You will see "New: Document deliveries report"
- Fill Name with "First delivery report"
- Click on "Save"
- You will see "First delivery report"













