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Print and document generation

Print tool for users

From users perspective, print dialog allows generating and distributing documents from Atollon using e-mail or internal communication, or just storing into the context or generating for printout.

Print any context data

This function allows you printout detail of your client folder, deal / contract / project detail or service / other activity detail.

Generic printouts contain basic context information (name, description, contacts, etc.) It is possible to prepare custom template that will printout whatever you need that is available on context.

atollon-print-context.png

The Print button shows last used function (Print, Send or Save to context). This print generates default document, which can be either system default (Atollon's own) printout or your custom document.

Using (...) button you may see more options ...

atollon-print-context-options.png

Print templates options allow you to select which document you want to generate and/or send. E-mail template may be attached to the document template or the whole print dialog may only present the E-mail template (without document). That will help you speed-up next steps when dealing with clients, deals or any other activities ...

Print invoice-based documents

Similar print/e-mail dialog may be found on your estimates, orders or invoices.

Example: print from Estimates overview

atollon-print-inv-estimate-grid.png

Example: print Estimate detail

atollon-print-inv-estimate.png

Print tool Configuration

Administering context prints

Example: set-up document / print templates for Deal detail. The screen below shows example on how to setup document / print / e-mail templates for Deal detail - these may include draft price calculation (from Deal items & value) or any administrative Deal document - such as draft contact.

atollon-print-context-settings.png

  1. Open Options & Tools
  2. Find context
  3. Select Project (configuration)
  4. Select project type (ie Deal)
  5. Select Documents tab // here you may add/remove document/print/e-mail templates for selected project type
  6. Add new document template (such as your MS Word template that will generate draft contract)
  7. Select which document will be default // default document is the one you would generate when you press on Print / E-mail or Save button (other templates may be selected by (...) option
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