Document Registry
iTrack Document Registry provides a centralized solution for managing all documents generated within CRM entities: leads, deals, contacts, companies, and quotes. The tool also supports creating document registries from files stored in Bitrix24.Disk.
Document Generator Pro
The 'Document Generator Pro' module automates file creation based on user-defined templates. The tool generates .docx files by inserting text, tables, and images into predefined fields. To begin, prepare a template document in .docx format. Define variable names within this template that will be replaced with actual data during generation.
whatAsoft: MS Office Viewer
This module adds the ability to view documents on the Bitrix24 portal using the MS Office Viewer Online service. It is suitable for portals where file collaboration is organized in cloud mode. After installation, an administrator can switch the default document viewing tool to MS Office Viewer. The configuration is available in the administration panel under the Disk module settings.
Document Generator Extension
The module allows outputting custom entities in the document generator as a table via an iterator, enabling the formation and printing of data in table format.
Activity: Request Document Fields
The module contains the 'Request Document Fields' activity. It creates a task to populate selected fields of an entity item, which may be a CRM object, a list, or a business process.
AitiNebo: Documents 24
A module for simplified file upload and approval. Users can create document upload requests, retrieve uploaded files, and approve or reject them.
AitiNebo: Regulations
Conversion of Word (docx) documents to PDF
This module enables automatic conversion of DOCX documents to PDF within business process workflows. The activity is designed exclusively for use in the Business Process Designer and requires it to function. Before starting, upload the DOCX file to the portal and record its ID or path.
Mcart Office
The OnlyOffice Connector module integrates Bitrix24 with a corporate OnlyOffice server. This solution enables document processing across all platform sections by replacing standard cloud services with your own infrastructure. Administrators gain centralized control over settings and a guarantee that the original Disk configuration will be fully restored when the module is disabled.
ProfiCRM: Uploading Google Docs in the Visual Editor
This module extends the capabilities of the new Bitrix visual editor, enabling the insertion of Google Docs, Sheets, Slides, or any HTML pages permitted for embedding. The tool is designed for administrators and content editors.
Lessons and Tests (for boxed version)
The 'Lessons and Tests' module is designed for the on-premise version of the platform. Required conditions include a valid SSL certificate and open access from the application server to the client's data in Bitrix24. The platform enables the creation and completion of lessons and tests for training both internal employees and external users.
Dexika: Document Approval
The Dexika: Document Approval module is designed for electronic document approval. It does not require complex setup but allows flexible configuration of approval routes. A full description of module usage is available on the module's page within the system.
