Document Section in Eturnity Expert

Understanding the Document Section

The document section in Eturnity Expert is a powerful feature that allows you to generate, preview, and manage various types of documents for your projects. This includes PDF proposals, technical documentation, regulatory forms, and project exports. The system automatically populates documents with your project data, ensuring accuracy and saving significant time compared to manual document creation.

The document section is accessible through Project > Documents in the main navigation. Here you can choose between individual documents (customized for your specific project) and standard documents (pre-defined templates for regulatory compliance and standard procedures).

Document Types and Capabilities

Individual Documents

Individual documents are comprehensive, customized PDF proposals that pull data directly from your current project. These documents contain multiple pages that can be individually selected and arranged according to your needs. The available page types include for example:

• 3D Visualization Pages: Professional 3D renderings of your system design with multiple camera angles and perspectives
• Economic Analysis Pages: Detailed financial calculations including payback periods, IRR, and cost-benefit analysis
• Component Overview Pages: Complete lists of all system components with specifications, quantities, and technical details
• Price Overview Pages: Comprehensive pricing breakdown including component costs, installation fees, and total project investment
• CO2 Analysis Pages: Environmental impact calculations showing CO2 savings and sustainability benefits
• Technology-Specific Pages: Specialized pages for different technologies (e.g., E-Mobility pages when technology is included in your project)
• Technical Specifications: Detailed system specifications, energy production estimates, and performance calculations
• Installation Guidelines: Step-by-step installation procedures
• Project Summary: Executive summary with key project highlights and recommendations

You can customize your document by selecting which pages to include and arranging them in your preferred order. This allows you to create tailored proposals for different customer types or project phases. The detailed configuration and page selection process is described further below in this guide.

Standard Documents

Standard documents are pre-defined templates for regulatory compliance and standard procedures. These vary by country and include for example:

• Swiss Incentive Forms: For heating system incentive applications (WPSM and incentive consulting forms)
• French Regulatory Forms: CERFA forms and CONSUEL certificates for photovoltaic installations
• Project Exports: Complete project data packages as a csv. file

License Note: Some document types may require specific license features. If you don't see certain options in your product, please contact support@eturnity.com to learn more about available upgrades.

Document Preview Functionality

Previewing Individual Documents

Before generating your final document, it's essential to preview it to ensure everything looks correct. The preview functionality allows you to see exactly how your document will appear to customers.

1. Navigate to Documents: Go to Project > Documents in your project
2. Select Individual Document: Choose "Individual document" from the document type dropdown
3. Configure Document Settings: Set up your document preferences including:
   • Company Branding: Select your company branding or use the default
   • Company Address: Choose the appropriate company address for the document
   • Document Templates: Select from available templates or create custom ones (Contact support for that)
   • Page Selection: Choose which pages to include (3D visualizations, economic analysis, component overview, price overview, etc.)
   • Page Ordering: Arrange the selected pages in your preferred order by dragging and dropping
4. Preview Document: Click the Preview button to see how your document will look
5. Review in New Tab: The preview opens in a new browser tab for easy review
6. Make Adjustments: Return to the document settings to make any necessary changes to content, branding, or page arrangement

Preview Benefits

The preview functionality helps you:

• Verify Content: Ensure all project data is correctly displayed across all selected pages
• Check Branding: Confirm your company branding appears correctly throughout the document
• Review Page Layout: See how each page type (3D visualizations, economic analysis, etc.) will be presented
• Validate Page Order: Ensure your custom page arrangement flows logically
• Save Time: Avoid generating multiple versions to get the right result
• Editable Text Fields: Adjust the editable text fields in the preview

Generating Documents

Step-by-Step Document Generation

After previewing and confirming your document settings, you can generate the final document:

1. Final Review: Ensure you're satisfied with the preview before proceeding
2. Generate Document: Click the Generate button to start the document creation process
3. Wait for Processing: The system will process your document with all selected pages and settings
4. Download Document: Once ready, download your completed PDF document

Document Generation Process

When you click Generate, the system:

1. Validates Project Data: Ensures all required project information is complete
2. Processes Document: Generates the document with your project data (typically takes 1-2 minutes)
3. Provides Download Link: Makes the completed document available for download

During generation, you'll see a progress modal indicating the expected completion time. The system automatically checks the generation status and notifies you when the document is ready.

Managing Generated Documents

File Manager Integration

All generated documents are automatically stored in your project's file manager:

• Automatic Storage: Documents are saved with descriptive names and timestamps
• Easy Access: Find documents quickly using the file manager interface
• Version Control: Multiple versions of documents are maintained for reference
• Download Options: Download documents individually or in batches

Document Organization

The system organizes documents by:

• Document Type: Grouped by proposal, technical docs, regulatory forms, etc.
• Generation Date: Chronological organization for easy reference
• Project Variant: Documents are linked to specific project variants
• File Format: Clear indication of PDF, Excel, or other formats

Best Practices for Document Management

Efficient Workflow

To maximize efficiency with the document section:

• Complete Project Data First: Ensure all project information is accurate before generating documents
• Use Preview Function: Always preview documents before final generation to avoid rework
• Customize Page Selection: Select only the pages relevant to your customer and project phase
• Arrange Pages Logically: Order pages in a way that tells a compelling story to your customer
• Template Configurations: Create and update document templates for different customer types in the Settings

Quality Assurance

Before sending documents to customers:

• Review All Content: Check that all project data is correctly displayed across all selected pages
• Verify Branding: Ensure company branding appears correctly throughout the document
• Check Page Order: Confirm that your custom page arrangement flows logically
• Validate Calculations: Verify that financial calculations are accurate in the economic analysis pages
• Test Download: Ensure documents download and open correctly

Support and Assistance

If you encounter any issues with the document section or need assistance with advanced features, our support team is here to help with technical issues, PDF customization, template creation, feature questions, and license upgrades.

For immediate assistance, contact support@eturnity.com with a detailed description of your question or issue.