Activities
Invoices, tasks, quotations and e-mails are all examples of what we within Novulo call: Activities.
Activities are documents that can be either uploaded or created using activity templates. To learn more about the activity template structure see this post: Document generation: Activities and content blocks
How to create an Activity
You can create activities on many pages within Novulo. The central location where all of them are stored is:
Application Maintenance > Views > Activities
From this central location you can manually create an activity, and it’s very similar to other pages with activity overviews.
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Use one of the buttons in the top right to create your activity.
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[Optionally] Choose a template
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Change the description (if required)
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Change direction (this is a required field in some of the activity types, and your template fill this in automatically)
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Click “Save”