Page History

The main page of the Preparation section displays a list of messages which user can create:

1. messages for the initial registration of contracts and master agreements;
2. requests for reports

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Fig. 3 – sample messages

To create a draft it is necessary to select the message type from the list. A creation and editing form will open, in which you should fill out the fields and save the changes. This will create a draft messages.

The Preparation form displays a list of previously created templates (Fig. 4.1). Clicking on the template opens the message creation/editing form, where you can make the necessary changes and save. Documents created on the basis of templates are displayed in the Drafts form. Clicking on the Form sheet templates (Fig. 4.2) takes the user to the Templates form

Fig. 4 – templates

For details on how to create messages templates, see Templates.

Messages can be conveniently duplicated by creating drafts based on the previously sent messages. To create a copy of a sent message click  on the toolbar that will open when hovering the mouse over the row of the Registration and Reports form tables. Clicking on the button will take you to the creation and editing form, where you should enter data and save the changes. This will create a draft message.

Similarly, you can create a draft on the basis of registered contracts. To do this, click  on the toolbar that will open when hovering the mouse over the row of the Registry table forms. Clicking on the button will take you to the creation and editing form, where you should enter data and save the changes. This will create a draft message.