This printout shows a completed information form with the questions and answers associated with the form. Information forms are used to collect and document information in connection with a case or a sales process, and the printout gathers both the response itself and the related context on one clear document.
In addition to the questions and answers, the printout includes the information that relates to the form's subject. This may be customer/actor information, an optional product instance (with e.g. a serial or registration number) and an optional linked sales order. In the header, the sender's company information and the company logo are shown. The answers can have different types, e.g. text, number, date, yes/no and options, and are shown in a layout with one, two or three columns depending on the form's setup.
The printout has no user-selectable parameters. The relevant information form is selected automatically based on the form you print from, and the company information as well as the logo in the header are likewise set automatically based on your current company. The column layout (one, two or three columns) follows the form's own setup.
The printout is started directly from the information form you want to print, via the form's print button. It is typically shown as a PDF, which you can save, print or forward.
The survey printout also has a range of settings that control its appearance and structure but are not shown in the print dialog. They can be adjusted by support per company. If you want the printout customized, contact support and refer to the relevant setting below. The technical name of each setting is shown in parentheses.
Logo
Show or hide the logo and choose which logo is used (showLogo, logoName)
Adjust the logo's margins — left, top, bottom and right (leftPaddingOnLogo, topPaddingOnLogo, bottomPaddingOnLogo, rightPaddingOnLogo)
Layout and text
Number of columns in the questionnaire (QuestionnaireColumnCount)
Text below the heading (pursuantText)
Hide the footer (hideFooter)
Show a technical description of the columns — for troubleshooting (debugColumns)
Want to know more?
Read more in these related articles:
Customers
How to use the customer register in Sapera – customer list with columns, filters and bulk actions, create and edit customer cards for private and business customers, all tabs on existing customers, the Customer setup dialog and merge customers.
Invoices
Complete walkthrough of the invoice overview and the invoice editor in Financial: fields, invoice lines, all actions, state flow and the tabs at the bottom.
