wDocs/Doc Merge

Hi,

When subscribing to wDocs and you have Sugar Enterprise as your instance.
How does it work with the licenses? The users you are buying licenses for, are they for creating templates or for merging documents? or both?

So I understand what the users we buy licenses for can do and cannot do.

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0 Colleen Weatherall over 3 years ago

Hi Sofia! All users will be able to both create templates and merge documents. Hope this helps!
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0 Sofia Jonsson over 3 years ago in reply to Colleen Weatherall

Ok, so the users who doesn't have a license will not be able to download and merge documents?

Best Regards,

Sofia Jonsson
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0 Damien Pochon over 3 years ago in reply to Sofia Jonsson

Once the document file is generated by wDocs, it is saved as a document record in the CRM. Therefore it is available to anyone with corresponding permissions (role & team), regardless of their license.

Users without a wDocs license will not be able to generate the documents. However, they will probably be able to upload templates even if they do not have access to the template assistant widget.

Damien Pochon

CRM & Digital consultant @ ITS4U Group
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0 Damien Pochon over 3 years ago in reply to Sofia Jonsson

Once the document file is generated by wDocs, it is saved as a document record in the CRM. Therefore it is available to anyone with corresponding permissions (role & team), regardless of their license.

Users without a wDocs license will not be able to generate the documents. However, they will probably be able to upload templates even if they do not have access to the template assistant widget.

Damien Pochon

CRM & Digital consultant @ ITS4U Group
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