Link or Unlink events with documents

Name: Link or Unlink events with documents
Description: How to Link or Unlink events with documents.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on the Documents button.
3. Look for the document you would like to Link/Unlink events and open it
4. Click on the Linked Events tab.
5. Check/Uncheck, the event(s) that you want to Link/Unlink with the document.
6. Click on the Update Linked Events button.

*** If you are missing or have extra information in your documents that is generated directly from the events in the calendar most probably the document is not linked to the events. These steps will help you Link/Unlink these events.


Link or Unlink events with documents

Step 1: Go to Client's Dashboard.

Step 2: Click on the Documents button.


Step 3: Look for the document you would like to Link/Unlink events and open it

**** As an example, please note that your documents might be called different.

Step 4: Click on the Linked events tab.

Step 5: Check/Uncheck, the event(s) that you want to Link/Unlink with the document.

Step 6: Click on the Update Linked Events button.


Custom Templates


A custom template is created from a previously established model, trying as much as possible to keep the formatting, fonts, margins, and styles. It applies to forms, documents, tables, or any other type of document.

Advantages

Easy transition
By keeping the same formatting used on paper, any user can easily transition without having to stop and think about how the document is completed.

Standardization
As documents are automatically generated by the system, it is guaranteed that they all keep the same format, avoiding errors in fields that need to be updated such as dates, names, addresses, etc. It also ensures that all documents are generated with the latest version approved by the organization.

Autocompletion
Many fields can extract dynamic information specific to the client in question without the manual insertion by the user, saving document creation time.

Availability
As they are digital documents, access to them is guaranteed whenever needed. 

Security
Being stored in the cloud and encrypted, all access is controlled and limited to authorized personnel. 

Office Puzzle supports custom templates and offers a variety of pre-designed documents. If you need more information, just email us at hello@officepuzzle.com.