Documents

17 articles in this collection
Written by Caroline Bries

I created a new document configuration, why aren't all my existing documents automatically updated?

A new document configuration (or a modified one) does not automatically apply to all your documents.
Written by Caroline Bries
Updated over a week ago

How can I create a purchase order?

Once a job has been assigned to a supplier, you can create a PO in just a click.
Written by Caroline Bries
Updated over a week ago

Can I define that my documents always have to be sent to fixed contacts?

Yes, you can easily define fixed contacts (PMs, accountant, etc.) that should always receive your documents.
Written by Caroline Bries
Updated over a week ago

Can I send my documents directly from LSP.expert to my clients?

Yes, LSP.expert offers a sending functionality.
Written by Caroline Bries
Updated over a week ago

How not to display matches on my documents?

For some clients, you may want not to display the CAT tool matches on your documents.
Written by Caroline Bries
Updated over a week ago

Can I change the name of the PDF files generated with LSP.expert?

Yes, you can change the name of your PDF files.
Written by Caroline Bries
Updated over a week ago

Can I define that one of the items in a document should not be liable to taxes?

In your documents, you can define which items are liable to taxes and which ones aren't.
Written by Caroline Bries
Updated over a week ago

Where can I change the text of the emails I send with LSP.expert?

You can write the text you want for your emails.
Written by Caroline Bries
Updated over a week ago

How can I change the localization settings for one client in particular?

In LSP.expert, you can define specific localization settings for each one of your clients.
Written by Caroline Bries
Updated over a week ago

How can I add a line that is not linked to a job in a document?

You can easily add lines in your documents.
Written by Caroline Bries
Updated over a week ago

Can I change the layout of my documents?

We offer 5 different templates for your documents.
Written by Caroline Bries
Updated over a week ago

How can I track the status of an email I sent with LSP.expert?

You can easily check if your email was sent and read.
Written by Caroline Bries
Updated over a week ago

Where can I add my Terms & Conditions?

You can automatically add your Terms & Conditions on all your documents.
Written by Caroline Bries
Updated over a week ago

Can I translate my documents in another language?

In LSP.expert, you can translate your documents yourself.
Written by Caroline Bries
Updated over a week ago

Where do I have to enter my clients’ information (name, address, VAT No., etc.) in order to see it on my invoices/quotes?

This information will automatically appear on all your documents.
Written by Caroline Bries
Updated over a week ago

Where do I have to enter my personal information (name, address, VAT No., etc.) in order to see it on my invoices/quotes?

This information will automatically appear on all your documents.
Written by Caroline Bries
Updated over a week ago

Where does the name of the Project Manager appear on invoices and can I put it elsewhere?

The name of the PM can appear at different places.
Written by Caroline Bries
Updated over a week ago