In Documents you can upload document templates and prepare them for your appointments in advance.
Types of documents
Xaleon distinguishes between two types of documents: My Documents and Company Documents. My Documents are your personal document templates. Company Documents are usually uploaded by your organization and are available to all employees as templates.
Preparing or pre-filling a document
By clicking on an uploaded document, you can pre-fill and save it:
Below you can find a list of all features you can use to edit and change an open document