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Showing results for tags 'document'.
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Hi Community, In X2crm it is possible to make in Docs a template for e-mail with dynamic variables such as {firstName}, {lastName} or {phone} in the template. But how about merging a physical document for printing with dynamic variables ? I have noticed that this is possible with quotes and invoices and als whem making campaings there is the possibilty to use variables. Searching this form i saw topics dated 2013 where is mentioned that document merge is not (yet) possible. Is there any change or experience in the community now how to merge document or make doc. templates? Can any
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Hello, I got another feature request. I would like to be able to "Replace" an uploaded Document! So when downloading one document I don't need to upload another Document and delete the old I can simply replace them. Thanks
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Hello Community, I would like the ability to have folders inside the Documents Module. right now all documents are stored in one location, it would be much better to have it working like a FTP Server accessed by a browser. Folder 1 Folder 2 etc inside those folders I can store different types of Documents like Folder 1 = Templates Folder 2 = Contracts etc Every folder should be able to offer subfolders as well. thanks René!
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Hello Community, since my Startup is going to be released in a few weeks I need to put more effort in editing the OpenSource Version of x2engine, there I will mostlikley post a lot of questions here, hoping no to bother anyone. Now, to my actual problem: I was creating a Document where I e.g. want to post several ideas for our logo. So like writing "possibility 1: PICTURE 1 PICTURE 2" But I somehow can't embed the pictures.I hit the embedding picture button and than hit "upload" but after uploading the URL is not embeded into the URL fields. When opening the picture under media I can assi