Adding documents to stage steps

Add documents to stage steps in an opportunity template to specify documents that will always be created as part of the stage.

After a user creates an opportunity in NexJ CRM, the documents are assigned to users or a work queue as part of the stage. A user can also add additional documents to the stage for that specific opportunity.

To add a document to a stage step:

1. Navigate to the Customize workspace.
2. In the Opportunity Management tab, click the Templates subtab.
3. In the templates list, select the opportunity template in which you want to add a stage step.
4. In the Stages tab, select the stage in which you want to add a stage step.
5. Ensure that the checkbox in the Has Stage Steps column is selected. If the checkbox is not selected, click the Action button and select Edit. In the Edit Opportunity Stage Step dialog, select the Has Stage Steps checkbox and click OK.
6. In the Stage Steps area, click Add, then select Add Document and select a document type. The Add Opportunity Stage Step dialog opens.

7. [Optional] In the Detail tab, in the Description field, modify the document description.
   

   The description field is prepopulated with the description from the document's template.

8. In the Status field, select the default status for the document that is assigned to the user. For example, select Outstanding.
9. In the Create Date field, select a date to create the document relative to the start date of the stage or of the previous step:
   • If you have not defined stage steps for the stage, select a document create date relative to the stage start date. For example, create a follow-up document by selecting 3 days after start of stage.
   • If you have already defined a stage step, specify the document create date relative to previous step. In the Create Date field, select a relative date. In the second field, select either Create date of the previous step or Complete date of the previous step. For example, create a follow-up document by selecting 3 days after and Complete date of the previous step.
10. In the Due Date field, select a due date for completing the document relative to the date that the document is created. 
    For example, you can select 5 days after Create Date.
11. In the For Contact field, select one the following options to specify the contact to associate the document with:
    • Contact in the Opportunity
      Associates the document with the contact defined in the opportunity.
    • Related Contact
      Associates the document with a contact who has a relationship with the contact defined in the opportunity. To specify a related contact:
      1. In the Related Contact field, click the Select button . The Select Related Contact dialog opens.
      2. Select the related contact you want to create the task for.
      3. Click OK.The Select Related Contact dialog closes.

    • Entity Opportunity Role
      Associates the document with contacts from the opportunity who are assigned an opportunity role. To specify which opportunity role to create the document for, select a role from the drop-down list.

      A user can specify opportunity roles for contacts when adding or editing opportunities on the Opportunities workspace.

12. [Optional] In the Attachments tab, add attachments that you want to include with the document. For more information on adding attachments, see Adding attachments to stage steps.
13. Click OK to save the stage step. The Add Opportunity Stage Step dialog closes.

The stage step is added to the stage in the opportunity template.

Next, add attachments to the document.