Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.
Clodagh from Fenergo demonstrates how fields can now be triggered on the document upload modal and create virtual document modal in a documents task and on the entity profile using entity data.
Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.
Tariq from Fenergo demonstrates some significant enhancements to the document generation domain, including the component library and template designer. This video should be watched after watching the first Document Generation video, as it builds on fundamental concepts.