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Sales documents

Docuten eSign allows the direct creation of Documents (Documents) from certain system sales documents.

The generation of these documents is done in several steps automatically when executing the action Docuten eSign > Create document:

  • PDF file: The report corresponding to the document configured in Docuten eSign Configuration is used to generate the PDF file.
  • File storage: A File storage (File storage) is created related to entity and document.
  • Document: The Document (Documents) is generated and start the signature process.
  • Signers: A signers is created with customer data (email and name).
  • Send to Docuten: The Document (Documents) will be send to Docuten if the field Send to Docuten automatically is active in Docuten eSign setup (Docuten eSign setup).

Info

There are subscribers who allow modifying the creation of signatories in documents through this process. For more information, contact us.

The availabel sales documents are:

  • Quote
  • Order
  • Shipment
  • Posted invoice
  • Posted credit memo

Quote

From sales quote you can execute these actions form menu Docuten eSign:

  • Create document: Create a new Document (Document).
  • Update document: Update a Document (Document).
  • Show document: Go to the Document (Document).

SalesQuote

Order

From sales order you can execute these actions form menu Docuten eSign:

  • Create document: Create a new Document (Document).
  • Update document: Update a Document (Document).
  • Show document: Go to the Document (Document).

SalesOrder

Shipment

From sales shipment you can execute these actions form menu Docuten eSign:

  • Create document: Create a new Document (Document).
  • Show document: Go to the Document (Document).

SalesShipment

Posted invoice

From sales posted invoice you can execute these actions form menu Docuten eSign:

  • Create document: Create a new Document (Document).
  • Show document: Go to the Document (Document).

SalesInvoice

Posted credit memo

From sales posted credit memo you can execute these actions from menu Docuten eSign:

  • Create document: Create a new Document (Document).
  • Show document: Go to the Document (Document).

SalesCrMemo

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