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How do I use document templates if I have the Gestión Documental module enabled?

Updated

If you have the Gestión Documental module enabled, you can configure custom templates to be generated automatically when assigning assets.

1. Create or select a template

  • Go toDocumentos y firmas > Plantillas.
  • You can use an existing template or create a new one.
  • If you create a new one, select the typeGestión de Activos.
  • Examples: “Recepción de EPP”, “Términos y condiciones de uso de computadores”.

2. Associate the template with a product

To have the document generated automatically when assigning an asset:

  1. Go toAdministrativo > Gestión de Activos > Configuración.
  2. Select the tabProductos.
  3. Select the corresponding product.
  4. Go to the tabDocumentos.
  5. Select the template you want to link.

3. Subsequent flow of the document

Once generated:

  • The document will follow Buk's normal flow (electronic signature, notifications, etc.).

It will be stored in the employee's profile, inside the folderActivosin the tabDocumentos

🤖 This article was translated using artificial intelligence. View original article.