Paperwork

Paperwork covers everything a deal leaves behind on paper: the contract, the invoice, the acceptance act, the media plan, the signed scan somebody emailed back.

Each of these is a record of a document type your administrator defined, and the formatted file you send to a customer is produced by running that record through a template.

"Document" is used in two senses in this product, and it is worth separating them once.

A document record is one entry in the Documents section — one contract, one invoice.

The Document super type is one of the six kinds of entity type the platform recognizes, alongside Task, Counterparty, Directory, Report and Price List. Document types belong to it. See the entity system.

In this section

Document records

What a document record stores, and how numbering, statuses, and signatures are set up.

Invoices

How invoicing is typically configured, including line items and the outbound paths to e-invoicing and accounting.

Batch reports

Producing many documents at once from a single template.

Attachments

Attaching files to records — signed scans, artwork, proof-of-play evidence.

Producing a file

Every formatted output in CityScreen Deals — a contract in DOCX, a media plan in XLSX, a pitch in PPTX — comes out of the same mechanism. Open a record, choose Export, pick a template and a format.

Templates are a platform-wide capability: a template attaches to an entity type, so counterparties, deals and directories can be exported the same way. The whole subject has its own section — see Templates.

Related pages

  • Templates — the placeholder syntax and the Export action

  • Entity types — creating document types and their fields

  • Deals — the deal a document usually hangs off

  • Process automation — reacting to documents being created or changed