{"id":52074,"date":"2024-05-17T14:25:25","date_gmt":"2024-05-17T12:25:25","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=52074"},"modified":"2025-11-18T12:25:33","modified_gmt":"2025-11-18T11:25:33","slug":"4-pasi-pentru-transformarea-unui-sablon-google-drive-intr-un-sablon-de-tip-fisier-in-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/4-pasi-pentru-transformarea-unui-sablon-google-drive-intr-un-sablon-de-tip-fisier-in-minicrm\/","title":{"rendered":"4 pa\u0219i pentru transformarea unui \u0219ablon Google Drive \u00eentr-un \u0219ablon de tip fi\u0219ier \u00een MiniCRM"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/CQpzzN7WxQw?si=KfWLq96CnJ2Zo4bO\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<div class=\"alert alert-info\">Dac\u0103 vrei ca, mai \u00eent\u00e2i, s\u0103 te \u201eantrenezi\u201d pe un document de prob\u0103,\u00a0 reg\u0103se\u0219ti unul chiar aici: <a href=\"https:\/\/docs.google.com\/document\/d\/1ddmdnDcs0tw-ZYFZwI1Tlhlve9DgdUPZd87rarPOwDc\/edit?usp=sharing\">https:\/\/docs.google.com\/document\/d\/1ddmdnDcs0tw-ZYFZwI1Tlhlve9DgdUPZd87rarPOwDc\/edit<\/a><\/div>\n<h3>De ce este necesar\u0103 aceast\u0103 trecere?<\/h3>\n<div>Experien\u021ba ne-a \u00eenv\u0103\u021bat c\u0103, adesea, se poate \u00eent\u00e2mpla ca generarea fi\u0219ierelor sincronizate cu \u0219abloane Google Drive s\u0103 rezulte \u00een documente dezorganizate, cu probleme de afi\u0219are, din cauza unor format\u0103ri de font \u0219i dimensiuni incompatibile cu MiniCRM. Av\u00e2nd \u0219abloanele de document direct \u00een sistem, formatarea lor va fi mereu predictibil\u0103.<\/div>\n<div>Mai mult dec\u00e2t at\u00e2t, atunci c\u00e2nd ai fi\u0219ierele mediate de c\u0103tre Google, este esen\u021bial s\u0103 te asiguri mereu c\u0103 \u0219abloanele tale sunt partajate cu to\u021bi colegii care au nevoie de ele. Acest lucru las\u0103 foarte mult loc de gre\u0219eal\u0103 uman\u0103, care poate \u00eencetini productivitatea echipei. Prin trecerea la \u0219abloane de tip fi\u0219ier, permisiunile pe fiecare utilizator \u00een parte nu vor mai fi o problem\u0103 &#8211; toat\u0103 lumea care lucreaz\u0103 \u00eentr-un modul va avea acces la toate \u0219abloanele din acesta.<\/div>\n<h2>4 pa\u0219i de configurare a documentului<\/h2>\n<h3><strong>Pasul 1: Modificarea variabilelor din document<\/strong><\/h3>\n<div>\n<p>\u00cen interfa\u021ba Google Docs, \u00eenlocuie\u0219te variabilele \u00een formatul <strong>${Project.NumeleVariabilei}<\/strong> cu formatul <strong>{d.Project.NumeleVariabilei}<\/strong>.<\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52077\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.05.21.png\" alt=\"\" width=\"516\" height=\"81\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.05.21.png 516w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.05.21-300x47.png 300w\" sizes=\"auto, (max-width: 516px) 100vw, 516px\" \/><\/p>\n<div>\n<p>Po\u021bi s\u0103 faci acest lucru rapid, prin <strong>scurt\u0103tura Ctrl + F &#8211; Replace all<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52080\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.06.39.png\" alt=\"\" width=\"576\" height=\"383\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.06.39.png 576w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.06.39-300x199.png 300w\" sizes=\"auto, (max-width: 576px) 100vw, 576px\" \/><\/p>\n<\/div>\n<div class=\"alert alert-danger\">Spre deosebire de <em><strong>$<\/strong><\/em>, care se afl\u0103 \u00eenaintea acoladelor, <em><strong>d.<\/strong> <\/em>se afl\u0103 \u00een interiorul acoladelor.<\/div>\n<div>\n<p>Iar dac\u0103 lucrezi pe acest \u0219ablon de la zero, \u0219i nu ai, de fapt, nicio variabil\u0103 \u00een el, po\u021bi afla mai multe despre cum s\u0103 inserezi astfel de elemente de <a href=\"https:\/\/www.minicrm.ro\/help\/generarea-automata-de-pdf-uri\/\">aici<\/a>.<\/p>\n<\/div>\n<h3><strong>Pasul 2: Setarea formatului paginii astfel \u00eenc\u00e2t acesta s\u0103 fie obligatoriu A4<\/strong><\/h3>\n<div>\u00centruc\u00e2t vei urca acest \u0219ablon \u00een MiniCRM, \u00ee\u021bi recomand\u0103m s\u0103-i setezi formatul \u00een A4.<\/div>\n<div><\/div>\n<div>Mergi la <strong>File &#8211; Page Setup &#8211; Paper Size<\/strong> \u0219i selecteaz\u0103 A4.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52083\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.00.png\" alt=\"\" width=\"473\" height=\"672\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.00.png 473w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.00-211x300.png 211w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52086\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.39.png\" alt=\"\" width=\"443\" height=\"566\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.39.png 443w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.09.39-235x300.png 235w\" sizes=\"auto, (max-width: 443px) 100vw, 443px\" \/><\/div>\n<h3><strong>Pasul 3: Verific\u0103 poten\u021bialele elemente distorsionate<\/strong><\/h3>\n<div>Dac\u0103 documentul t\u0103u con\u021bine elemente precum imagini \u0219i tabele, asigur\u0103-te c\u0103 acestea \u00eenc\u0103 arat\u0103 a\u0219a cum \u00ee\u021bi dore\u0219ti tu.<\/div>\n<div>\u00cen cazul \u00een care au survenit modific\u0103ri la configurarea \u00een A4, reformateaz\u0103 tabelele\/imaginile conform noilor dimensiuni.<\/div>\n<div>La tabele, po\u021bi face reformatarea pur \u0219i simplu tr\u0103g\u00e2nd de marginile acestora.<\/div>\n<h3><strong>Pasul 4: Asigur\u0103-te c\u0103 fonturile folosite sunt universal acceptate<\/strong><\/h3>\n<div>Unele fonturi folosite \u00een Google Drive sunt sprijinite doar de acesta. \u00cen cazul unui export \u00eentr-o alt\u0103 surs\u0103, astfel de fonturi vor fi la risc de a ap\u0103rea total diferit fa\u021b\u0103 de cum te a\u0219tep\u021bi.<\/div>\n<div>A\u0219a c\u0103, selecteaz\u0103 tot textul cu Control + A sau Command + A \u0219i asigur\u0103-te c\u0103 fontul folosit este Arial, Times New Roman, Verdana, sau ceva comun tuturor editoarelor de text.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-52089\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.11.43-1024x769.png\" alt=\"\" width=\"1024\" height=\"769\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.11.43-1024x769.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.11.43-300x225.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.11.43-768x577.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.11.43.png 1111w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/div>\n<h3><\/h3>\n<h3>Exportarea documentului \u0219i \u00eenc\u0103rcarea lui \u00een MiniCRM ca \u0219ablon de tip fi\u0219ier<\/h3>\n<div>Odat\u0103 ce ai terminat de realizat modific\u0103rile de mai sus, descarc\u0103 documentul \u00een computerul t\u0103u.<\/div>\n<div>Mergi la <strong>File &#8211; Download &#8211;<\/strong> iar aici alege formatul <strong>.docx<\/strong><\/div>\n<div class=\"alert alert-danger\">Dup\u0103 ce documentul a fost desc\u0103rcat, recomandarea noastr\u0103 este s\u0103 NU \u00eel mai deschizi. Acest lucru poate s\u0103 rezulte \u00een reinterpretarea lui de editorul de text pe care \u00eel ai \u00een computer (\u0219i, astfel, i se va schimba din nou aspectul). At\u00e2t timp c\u00e2t la\u0219i documentul nedeschis, el va ar\u0103ta exact a\u0219a cum l-ai personalizat mai devreme.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52092\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.12.59.png\" alt=\"\" width=\"648\" height=\"664\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.12.59.png 648w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.12.59-293x300.png 293w\" sizes=\"auto, (max-width: 648px) 100vw, 648px\" \/><\/div>\n<div><\/div>\n<div>\u00cen MiniCRM, intr\u0103 \u00een produsul \u00een care o s\u0103 inten\u021bionezi s\u0103 folose\u0219ti documentul \u0219i acceseaz\u0103 sub-meniul de <strong>\u0218abloane<\/strong>.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52095\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.14.15.png\" alt=\"\" width=\"249\" height=\"208\" \/><\/div>\n<div><\/div>\n<div>Click pe <strong>\u0218ablon nou &#8211; \u0218ablon fi\u0219ier nou<\/strong> &#8211; \u0219i trage aici documentul recent desc\u0103rcat.<\/div>\n<div>Nu uita s\u0103 dai un nume \u0219ablonului, s\u0103 \u00eel atribui unui folder \u0219i, dac\u0103 e cazul, s\u0103 selectezi limba.<\/div>\n<div>Apoi, click pe <strong>Salveaz\u0103<\/strong>.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52098\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.15.43.png\" alt=\"\" width=\"316\" height=\"294\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.15.43.png 316w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.15.43-300x279.png 300w\" sizes=\"auto, (max-width: 316px) 100vw, 316px\" \/><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52101 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27.png\" alt=\"\" width=\"1644\" height=\"272\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27.png 1644w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27-300x50.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27-1024x169.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27-768x127.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.17.27-1536x254.png 1536w\" sizes=\"auto, (max-width: 1644px) 100vw, 1644px\" \/><\/div>\n<div><\/div>\n<div>\u00cen rezultatul final ar trebui ca, \u00een loc de variabile, s\u0103 apar\u0103 spa\u021bii simple, urm\u00e2nd a fi completate cu informa\u021biile din MiniCRM.<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52104\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.21.38.png\" alt=\"\" width=\"664\" height=\"313\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.21.38.png 664w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.21.38-300x141.png 300w\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" \/><\/div>\n<div><\/div>\n<div>Pentru a-l testa, mergi pe orice card de oportunitate pe care \u00eel ai \u00een sistem (preferabil unul de test) \u0219i genereaz\u0103 documentul de pe oricare din c\u00e2mpurile de tip ata\u0219ament &#8211; similar cu felul \u00een care ai genera un document dintr-un \u0219ablon Google Docs.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-52107\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.22.56.png\" alt=\"\" width=\"475\" height=\"201\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.22.56.png 475w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/05\/Screenshot-2024-05-17-at-15.22.56-300x127.png 300w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/div>\n<div><\/div>\n<div>La fel ca la \u0219abloanele Google Docs, documentul final \u00ee\u021bi va ap\u0103rea \u00een istoric.<\/div>\n<div><\/div>\n<div class=\"alert alert-info\">Dac\u0103 vei dori s\u0103 aduci modific\u0103ri ulterioare documentului, te po\u021bi \u00eentoarce oric\u00e2nd la \u0219ablonul ad\u0103ugate, din aceea\u0219i zon\u0103 de <strong>\u0218abloane<\/strong> \u00een care l-ai \u0219i \u00eenc\u0103rcat. Descarc\u0103-l de acolo (de pe butonul albastru), adu modific\u0103rile de interes, apoi re\u00eencarc\u0103-l \u00een acela\u0219i loc.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\ufeff\ufeff\ufeff Dac\u0103 vrei ca, mai \u00eent\u00e2i, s\u0103 te \u201eantrenezi\u201d pe un document de prob\u0103,\u00a0 reg\u0103se\u0219ti unul chiar aici: https:\/\/docs.google.com\/document\/d\/1ddmdnDcs0tw-ZYFZwI1Tlhlve9DgdUPZd87rarPOwDc\/edit De ce este necesar\u0103 aceast\u0103 trecere? Experien\u021ba ne-a \u00eenv\u0103\u021bat c\u0103, adesea, se poate \u00eent\u00e2mpla ca generarea fi\u0219ierelor sincronizate cu \u0219abloane Google Drive s\u0103 rezulte \u00een documente dezorganizate, cu probleme de afi\u0219are, din cauza unor format\u0103ri de [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1908,2549],"tags":[],"class_list":["post-52074","post","type-post","status-publish","format-standard","hentry","category-generare-documente","category-sabloane-de-documente"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>4 pa\u0219i pentru transformarea unui \u0219ablon Google Drive \u00eentr-un \u0219ablon de tip fi\u0219ier \u00een MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"\ufeff\ufeff\ufeff Dac\u0103 vrei ca, mai \u00eent\u00e2i, s\u0103 te \u201eantrenezi\u201d pe un document de prob\u0103,\u00a0 reg\u0103se\u0219ti unul chiar aici:\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/4-pasi-pentru-transformarea-unui-sablon-google-drive-intr-un-sablon-de-tip-fisier-in-minicrm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"4 pa\u0219i pentru transformarea unui \u0219ablon Google Drive \u00eentr-un \u0219ablon de tip fi\u0219ier \u00een MiniCRM - 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