Plus Favourites

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Thanks to this functionality, users may save and repeatedly use the data entered into the document workflow system form. An example of such data may be the division of the invoice value into multiple accounts and cost percentages, i.e. invoice assignment.

Clear

The Plus Favourites allows the user to save and reuse the data templates in the forms. The examples of data which may be saved and reused by the users are as follows:

  • invoice distribution key – percentage or quantity,
  • records used to generate contracts,
  • product requirements etc.

The scope of the Plus Favorites plugin includes:

  • the ability to save data in a document header field and dynamic table,
  • sharing the template with other users,
  • the ability to define a default template,
  • application – separating keys for invoices, repetitive data of contracts or applications.

 

[trialDownload]

Characteristics

View of saving a data template in the Plus Favorites module.

 

Plus Favourites

 

A template loading

 

Plus Favourites

 

View of the form with the loaded data.

 

Plus Favourites

Technical aspects

Application type – server application.
Licensing form – the number of users depends on the Plus Workflow license version.
The supplement designed for the server version of the Plus Workflow.
The supplement is available with the Plus Workflow system license from v. 3.2.

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