1.8. How to add a new document delivery report?

Please follow steps:

  1. Please log in to the system to access "Dashboard"
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  2. Click menu items: "Contacts -> Documents"
  3. You will see "Documents"
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  4. Click a link "Deliv."
  5. You will see "New document delivery"
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  6. Click a link "New document delivery"
  7. You will see "New: Document delivery"
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  8. Select "Test Contact: Test street 10" from
  9. Fill Ref with "FirstDelivery"
  10. Click on "Save and start document creation"
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  11. Click on "Save"
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  12. You will see "FirstDelivery"
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  13. Click a link "FirstDelivery"
  14. You will see "FirstDelivery"
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  15. Click button "Visits"
  16. Click a link "New visit"
  17. You will see "New: Visit"
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  18. Click on "Save and start report creation"
    19. How to add a new document delivery report? 25
  19. Select "Visit completed successfully" from
  20. Click on "Save"
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  21. You will see "Test street 10"
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  22. Click a link "New document delivery report"
  23. You will see "New: Document deliveries report"
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  24. Fill Name with "First delivery report"
  25. Click on "Save"
    26. How to add a new document delivery report? 32
  26. You will see "First delivery report"
    27. How to add a new document delivery report? 33