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Ce document est la propriété de la société Synolia et ne peut être reproduit ou transmis sans autorisation préalable.
Synolia
#ThinkOutOfTheCodes
SynoGenerateDoc : Documents generation module for
SugarCRM by Synolia
2
SynoGenerateDoc , how does it work ?
• SynoGenerateDoc, an additional module developed by SYNOLIA
The module operation
• This module allows users to generate documents based on a MS
Office or Open Office template (docX, xlsX et pptX) directly into
your SugarCRM application.
• Documents generated are the result of a merger between the
template created by the user and information stored in fields and
tables in Sugar database.
3
How to use the module ?
• 1. First, build your template for SugarCRM using either Microsoft
Office or Open office suite.
Upload your
template into
Sugar
Create your
template file
Go to the
concerned
module
Generate
document !
• 2. Upload this document in your document module and choose
which module the template should be used with (Account, Contact,
etc.)
• 3. Go to the record of this module (Account, Contact,
Opportunities, custom modules) and select your template
• 4. Run the generation of the final document!
4
1. Create a template file
Add parameters from your
« one-to-many »
relationships
Add parameters in header
and footer of your document
Sign your document using
the real contact’s assigned
user name
You can use Word dynamic
fields, like date of the day,
and they will be updated
during generation
5
2. Upload your template into SugarCRM
Upload the
previously defined
template file
Select the main
module for which
your template has
been made and
should be available
6
3. Go to the record…
Select a template
Generate your
document with a
single click using the
button « Generate
Doc »
7
4. …Generate your document !
Your document is
ready tu use !
8
In short
• SynoGenerateDoc allow users to personalize letters and documents from any
module with one click and a template you have easily made yourself using
MS office or Open Office
Time savings provided !
Requirements
• This module is compatible with all SugarCRM editions : Professional,
Enterprise and Ultimate.
Installation
• SynoGenerateDoc is upgrade safe, it can be installed as a standard module
using « module loader » in the admin section of your SugarCRM.
www.synolia.com - @synolia – contact@synolia.com
Siège social
59 rue de l’Abondance
69003 LYON
T. : 04 27 70 53 70
Contact us for more information
Lyon Paris Bordeaux Grand-Ouest

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SynoGenerateDoc, documents generation module for SugarCRM by Synolia

  • 1. Ce document est la propriété de la société Synolia et ne peut être reproduit ou transmis sans autorisation préalable. Synolia #ThinkOutOfTheCodes SynoGenerateDoc : Documents generation module for SugarCRM by Synolia
  • 2. 2 SynoGenerateDoc , how does it work ? • SynoGenerateDoc, an additional module developed by SYNOLIA The module operation • This module allows users to generate documents based on a MS Office or Open Office template (docX, xlsX et pptX) directly into your SugarCRM application. • Documents generated are the result of a merger between the template created by the user and information stored in fields and tables in Sugar database.
  • 3. 3 How to use the module ? • 1. First, build your template for SugarCRM using either Microsoft Office or Open office suite. Upload your template into Sugar Create your template file Go to the concerned module Generate document ! • 2. Upload this document in your document module and choose which module the template should be used with (Account, Contact, etc.) • 3. Go to the record of this module (Account, Contact, Opportunities, custom modules) and select your template • 4. Run the generation of the final document!
  • 4. 4 1. Create a template file Add parameters from your « one-to-many » relationships Add parameters in header and footer of your document Sign your document using the real contact’s assigned user name You can use Word dynamic fields, like date of the day, and they will be updated during generation
  • 5. 5 2. Upload your template into SugarCRM Upload the previously defined template file Select the main module for which your template has been made and should be available
  • 6. 6 3. Go to the record… Select a template Generate your document with a single click using the button « Generate Doc »
  • 7. 7 4. …Generate your document ! Your document is ready tu use !
  • 8. 8 In short • SynoGenerateDoc allow users to personalize letters and documents from any module with one click and a template you have easily made yourself using MS office or Open Office Time savings provided ! Requirements • This module is compatible with all SugarCRM editions : Professional, Enterprise and Ultimate. Installation • SynoGenerateDoc is upgrade safe, it can be installed as a standard module using « module loader » in the admin section of your SugarCRM.
  • 9. www.synolia.com - @synolia – contact@synolia.com Siège social 59 rue de l’Abondance 69003 LYON T. : 04 27 70 53 70 Contact us for more information Lyon Paris Bordeaux Grand-Ouest