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GenDoc questions - addady2 - 09-16-2018

Hello,

I have several questions regarding GenDoc extension.

1)
I Find in this forum old post regarding GenDoc online demo. https://demo.coreboscrm.com , but it don't seems to have GenDoc
Is there other any online demo?

2)
Will GenDoc work on the task / todo module?

3)
Dose sending generated pdf as email attach to the customer from the CRM need payed subscription.

Thank you


RE: GenDoc questions - joebordes - 09-16-2018

(09-16-2018, 01:00 PM)addady2 Wrote: I Find in this forum old post regarding GenDoc online demo. https://demo.coreboscrm.com , but it doesn't seem to have GenDoc
Is there other any online demo?

When gendos is installed it also must be activated per module. In other words, you must enter settings and activate it on those modules that you want it to be available. I updated the demo you reference above and activated gedoc on some modules.


(09-16-2018, 01:00 PM)addady2 Wrote: Will GenDoc work on the task/todo module?

Yes, it works with all modules in the system. Even custom modules.


(09-16-2018, 01:00 PM)addady2 Wrote: Does sending generated pdf as email attachment to the customer from the CRM need paid subscription.

Yes, it does. although you can setup your own open office headless server, which isn't really difficult, the email task changes to convert templates into PDFs is only available in coreboscrm which you can get through a corebos subscription plan. The plan includes the coreboscrm distribution, access to the PDF converter and hundreds of modules and extensions which we maintain for less than what you are paying for your netflix subscription.


RE: GenDoc questions - joebordes - 09-16-2018

and you support this awesome project :-)


RE: GenDoc questions - addady2 - 09-16-2018

Thank you for your quick reasoned.



Quote:Merge Document

There is no template! Please add a new document template.

In which module in the demo there is any document template?


RE: GenDoc questions - joebordes - 09-16-2018

Upload any of the templates in the template store:

http://corebos.org/documentation/doku.php?id=en:gendoc:templatestore

and read the documentation to create your own:

http://corebos.org/documentation/doku.php?id=en:extensions:extensions:gendoc
http://corebos.org/documentation/lib/exe/fetch.php?media=gendoc:gendocdocumentation.odt


RE: GenDoc questions - addady2 - 09-18-2018

(09-16-2018, 05:19 PM)joebordes Wrote: Upload any of the templates in the template store:

http://corebos.org/documentation/doku.php?id=en:gendoc:templatestore

and read the documentation to create your own:

http://corebos.org/documentation/doku.php?id=en:extensions:extensions:gendoc
http://corebos.org/documentation/lib/exe/fetch.php?media=gendoc:gendocdocumentation.odt

I'm using user "demo" which don't have access to upload template.
Could you give me the admin user name and password, or upload and activate any of the templates.

Thank you


RE: GenDoc questions - joebordes - 09-18-2018

GenDoc templates are normal documents uploaded in the Documents module. They are marked as templates for a module.

Please read the "How to Use" section and the document template.

http://corebos.org/documentation/doku.php?id=en:gendoc:howto#upload_templates

keep asking...