AGRIS Customer Documentation
AGRIS Sales App - Attach the final signed & approved Booking / Prepay transaction into the AGRIS AttachToo document storage system (AGS-6813)
The AGRIS 19.1.0 release has added:
AGS-6813: AGRIS Sales App - Attach the final signed & approved Booking / Prepay transaction into the AGRIS AttachToo document storage system
AGRIS Sales App integration now supports recording booking and prepayment transaction document, including signature, to AGRIS AttachToo document storage. When the user submits a booking or prepayment update to the AGRIS system, transaction is posted to the database and associated document is recorded in AttachToo document storage.
The ability to record documents in AttachToo is dependent upon:
- Enabling AttachToo (configuration, security, etc)
- Creating user defined booking and prepayment forms designated to be recorded in AttachToo
Note: Form must be designed with signature print field in order to capture signature. - Setting specified booking and prepayment user defined forms as default print forms
AttachToo Document (Examples)
Prepayment Receipt
Sales Booking Receipt
3820 Mansell Road, Suite 350 ✦ Alpharetta, GA 30022 ✦ www.GreenstoneSystems.com
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