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Documents

  • Force Commission Calculation When Document Generated

    This is a guide to show how the 'Force Commission Calculation When Document Generated' checkbox works and what it does. Q. What does the checkbox do?  A. This setting will recalculate commissions for ...

  • Getting a Log in Window Upon Document Generation - Setting up Your ODBC

    Getting a log in screen when you click on generate proposal can be a pretty confusing thing. You may be trying to enter your credentials and nothing goes through. This is a quick guide to get you thro...

  • Installing Crystal Runtimes for V6 or Later Machines

    Steps: Download both the 64-bit and 32-bit versions of the crystal reports to the system that will be running the WeEstimate application. Use the dropbox links below to download. https://www.dropbox.c...

  • Installing Crystal Reports (Crystal 13) V465 or Later

    Steps: 1) Download both the 64-bit and 32-bit versions of the crystal reports from the link below. 32 bit: Crystal Reports 13.0.25 64bit 64 bit: Crystal Reports 13.0.25 32bit 2) On the client's system...

  • Crystal Reports Best Practices

    Crystal Report Best Practices As we know the WeSuite Contracts Editor is currently an RTF editor with RTF capabilities but crystal reports that interprets this does not do a good job. Although the edi...

  • Creating a Revision

    1) Go to the Document Screen 2) Create a New Quote Package (#1) 3) Generate the document (#2) 3) Flag As Sent (#3) Creating a revision in the document screen will: 1) take a screen snap in the backgro...

  • How to View and Export a Report

    This is a quick guide to show you how to view and export a report. 1.) Open up the job and select the purple button at the top of the screen that says document 2.) From there create a quote package or...