Where are generated and signed documents stored in InstaDoc?

After uploading the file to Word or PDF, "Draft document package" (or "Draft document package") and the generated file will be saved in the document register (Menu - All documents).

 

"Draft document package" can be hidden (tick next to "Document"):

 

If you prepared the contract with the help of the designer, then after a certain period of time you will easily prepare the act and other documents related to such a contract. At the same time, in the register of documents, the corresponding documents (in our example - the contract and the deed) will be related documents.

 

In the settings of the register table, documents can be selected for display in separate columns, the so-called special fields, for example, document number and date. If you wish, you can also configure the display of other information for more convenient analytics, for example, parties, cost of goods/services, payment terms, etc.

 

The columns of the register of documents can be changed by simply dragging them to the desired place. For example, the document number and date can be placed after the document type column.

 

 

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