Case: Edit standard documents in bitrix24

Опубликовано: 03 Март 2026
на канале: EMCsoft
264
10

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In previous video (   • How to: create standard documents in bitrix24  ) we showed how to create a standard document using Templates in Bitrix24. After that video we received several inquiries from our clients asking for ability to edit the document after its creation.

So, we made a development which allows to change the document right inside Bitrix24, move it between managers and create tasks with automatically attached PDF file inside.

Such development provides document’s seamless movement between various departments and stages, including approval stage.

Also, in this video we will show another development created to form a list of above mentioned tasks from all Deals created in Bitrix24.


#bitrix24tutorial #DocumentsBitrix24 #InvoiceBitrix24

0:00:01 greeting and introduction
0:00:52 document editing in the Deal
0:01:28 sending document to approval
0:02:01 approved document sent dor another approvment
0:02:31 document generated in pdf
0:03:05 application for marketplace
0:03:43 one more development
0:04:44 ending