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JOSE DE ANCA

Hi All,

Is there any way to link signed documents (I mean, the one in PDF format) with the "Documents" module?


I.E.: When a customer sign a document, it should be uploaded automaticaly to "Documents" app with the tag "Signed" "Contract" or similar, or linked to a specific workspace.

Thanks in advance

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi 
ou can create a new workspace in the Document module and based on the workspace and the category you can add the different levels in the document module if you need to update the records from that tags or workspace you can customize your code. based on that connection it will be moving to the corresponding folder.

Hope it helps

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