You are here: Home / Documentation / Administration Center / Old Administration Settings / 7. Global Settings / 6.7.7 Category: Documents / When using Export to Word / Send as PDF, automatically save such documents to eWay-CRM

When using Export to Word / Send as PDF, automatically save such documents to eWay-CRM

The setting is in: Administration Center > Features > General.

When using Export to Word / Send as PDF, automatically save such documents to eWay-CRM option gives you the opportunity to set whether documents that were created by exporting items to Word will be automatically saved to eWay-CRM.

Click the When using Export to Word / Send as PDF, automatically save such documents to eWay-CRM setting to turn it on/off.

If the function is turned on, Word documents exported as XML will be saved to eWay-CRM right after export. the document will automatically have a relation to the item from what it was created, also Superior Item, Company, and Contact Person will be filled in if they are available from the exported item.

If the function is turned off, exported Word documents will not be automatically saved to eWay-CRM.

When you change the settings, be sure to click Save. For more information, go to Features.

Availability: The setting is available since eWay-CRM 5.2.3.