{"id":927,"date":"2017-01-27T15:24:14","date_gmt":"2017-01-27T17:24:14","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=927"},"modified":"2024-10-17T15:53:28","modified_gmt":"2024-10-17T18:53:28","slug":"o-que-sao-modelos-de-documento","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/configuracao-geral\/o-que-sao-modelos-de-documento\/","title":{"rendered":"Cadastro para Modelo de Documento"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">Os Modelos de Documento s\u00e3o utilizados para exportar a Cota\u00e7\u00e3o. <\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Como adicionar um Modelo de Documento no sistema?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse <strong><a href=\"https:\/\/crm.easy360.ind.br\/painel\/configuracoes\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Configura\u00e7\u00f5es&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Na aba <strong>&#8220;Geral&#8221;<\/strong> acesse <strong><a href=\"https:\/\/crm.easy360.ind.br\/modelodoc\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Modelo de Documento&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a238899413d2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a238899413d2\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"475\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-1024x475.png\" alt=\"Na aba geral acesse modelo de documento\" class=\"wp-image-2921\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-1024x475.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-300x139.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-768x356.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-1536x713.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-60x28.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60-150x70.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-60.png 1797w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">3) Clique no bot\u00e3o <strong>&#8220;Novo Registro&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4) Preencha o formul\u00e1rio de cadastro e clique para <strong>Salvar<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a238899416f0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a238899416f0\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"536\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-1024x536.png\" alt=\"Preencha o formul\u00e1rio de cadastro e clique para salvar\" class=\"wp-image-2923\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-1024x536.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-300x157.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-768x402.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-1536x804.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-60x31.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62-150x79.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-62.png 1786w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Entenda os campos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nome:<\/strong> informe o nome do modelo que ser\u00e1 cadastrado.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Situa\u00e7\u00e3o:<\/strong> as situa\u00e7\u00f5es podem ser:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ativo:<\/strong> dispon\u00edvel para exportar o modelo na cota\u00e7\u00e3o;<\/li>\n\n\n\n<li><strong>Inativo:<\/strong> indispon\u00edvel para exportar o modelo na cota\u00e7\u00e3o.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Grupos com Permiss\u00e3o para exportar Doc:<\/strong> selecione 1 ou mais grupos que ter\u00e3o acesso a exporta\u00e7\u00e3o do documento em uma cota\u00e7\u00e3o de vendas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Grupos com Permiss\u00e3o para exportar PDF:<\/strong> selecione 1 ou mais grupos que ter\u00e3o acesso a exporta\u00e7\u00e3o do documento em uma cota\u00e7\u00e3o de vendas. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>+ Procurar:<\/strong> ao clicar no bot\u00e3o ser\u00e1 poss\u00edvel visualizar os seus registros e adicionar o modelo desejado. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<p class=\"has-white-color has-cyan-bluish-gray-background-color has-text-color has-background has-link-color wp-elements-1fa0e4806f2c372272c8abe1e4f458d1 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> o limite m\u00e1ximo para o modelo de documento \u00e9 de 10Mb. Al\u00e9m disso, o formato do modelo deve ser DOC. Para saber mais sobre os modelos de documento acesse o artigo <a href=\"https:\/\/docs.procedo.com.br\/easy360\/configuracao-comercial\/modelo-de-documento-cotacao\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>&#8220;Modelo de Documento: Cota\u00e7\u00e3o&#8221;<\/em><\/a>.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Os Modelos de Documento s\u00e3o utilizados para exportar a Cota\u00e7\u00e3o. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[212,213,211,59],"class_list":["post-927","post","type-post","status-publish","format-standard","hentry","category-configuracao-geral","tag-cadastro-de-modelo","tag-doc","tag-modelo-de-documento","tag-pdf"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/927","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/comments?post=927"}],"version-history":[{"count":5,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/927\/revisions"}],"predecessor-version":[{"id":3091,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/927\/revisions\/3091"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=927"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}