{"id":62398,"date":"2026-05-15T16:35:37","date_gmt":"2026-05-15T14:35:37","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=62398"},"modified":"2026-07-14T12:51:31","modified_gmt":"2026-07-14T10:51:31","slug":"digitalis-dokumentum-alairas-a-minicrm-ben","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/digitalis-dokumentum-alairas-a-minicrm-ben\/","title":{"rendered":"Digit\u00e1lis dokumentum al\u00e1\u00edr\u00e1s a MiniCRM-ben"},"content":{"rendered":"<p>A digit\u00e1lis dokumentum al\u00e1\u00edr\u00e1s funkci\u00f3 seg\u00edts\u00e9g\u00e9vel a t\u00e9teles dokumentumok al\u00e1\u00edr\u00e1sa <strong>gyorsabban \u00e9s kevesebb adminisztr\u00e1ci\u00f3val<\/strong> v\u00e9gezhet\u0151 el.<\/p>\n<p>Mivel az al\u00e1\u00edr\u00e1s <strong>k\u00f6zvetlen\u00fcl a MiniCRM-ben t\u00f6rt\u00e9nik,<\/strong> nincs sz\u00fcks\u00e9g nyomtat\u00e1sra, szkennel\u00e9sre vagy az al\u00e1\u00edrt dokumentum visszak\u00fcld\u00e9s\u00e9re.<\/p>\n<div class=\"alert alert-danger\">Az egyszer\u0171 elektronikus al\u00e1\u00edr\u00e1s (SES) korl\u00e1tozott bizony\u00edt\u00f3 er\u0151vel rendelkezik, azonban a felek k\u00f6z\u00f6tti bizalmi viszony fenn\u00e1ll\u00e1sa eset\u00e9n, k\u00fcl\u00f6n\u00f6sen alacsony kock\u00e1zat\u00fa B2B rel\u00e1ci\u00f3kban (munkalapok, teljes\u00edt\u00e9sigazol\u00e1sok, elfogad\u00f3 nyilatkozatok), a gyakorlatban gyakran elegend\u0151 al\u00e1\u00edr\u00e1si m\u00f3dnak min\u0151s\u00fcl.<\/div>\n<h2>Milyen dokumentumok eset\u00e9n tudom haszn\u00e1lni?<\/h2>\n<p>A funkci\u00f3 minden term\u00e9ken bel\u00fcl haszn\u00e1lhat\u00f3.<\/p>\n<div class=\"alert alert-info\">A funkci\u00f3 t\u00e9teles term\u00e9ken bel\u00fcli haszn\u00e1lat\u00e1hoz <a href=\"https:\/\/www.minicrm.hu\/help\/szamlazas-uzleti-dokumentumok-keszletnyilvantartas\/\">Sz\u00e1ml\u00e1z\u00e1s, \u00dczleti dokumentumok + K\u00e9szletnyilv\u00e1ntart\u00e1s<\/a> vagy <a href=\"https:\/\/www.minicrm.hu\/help\/megrendeles-modul\/\">Megrendel\u00e9sek + K\u00e9szletnyilv\u00e1ntart\u00e1s<\/a> term\u00e9k <a href=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/\">el\u0151fizet\u00e9s<\/a> sz\u00fcks\u00e9ges.<\/div>\n<div>\n<ul>\n<li>Aj\u00e1nlat<\/li>\n<li>Megrendel\u00e9s<\/li>\n<li>Teljes\u00edt\u00e9si igazol\u00e1s<\/li>\n<li>Sz\u00e1ll\u00edt\u00f3lev\u00e9l<\/li>\n<li>Munkalap<\/li>\n<\/ul>\n<\/div>\n<p>Minden tov\u00e1bbi term\u00e9kekben t\u00f6rt\u00e9n\u0151 haszn\u00e1lathoz <a href=\"https:\/\/www.minicrm.hu\/help\/dokumentum-generalas\/\">Dokumentum gener\u00e1l\u00e1s<\/a> opci\u00f3 el\u0151fizet\u00e9se sz\u00fcks\u00e9ges.<\/p>\n<p><a href=\"https:\/\/www.minicrm.hu\/help\/digitalis-dokumentum-alairas-a-minicrm-ben\/hltww4c1ncjrzdqmvqvn0okrhc5ukxtwuenizynw\/\" rel=\"attachment wp-att-62879\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-62879\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-scaled.png\" alt=\"\" width=\"2560\" height=\"1337\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-1024x535.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-768x401.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-1536x802.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/hltWW4c1NcjrZdqmVQvn0oKRhC5UkXtwueNIzYnw-2048x1070.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p>Az az \u00e9rt\u00e9k szerkeszthet\u0151 vagy elt\u00e1vol\u00edthat\u00f3, ha m\u00e1s al\u00e1\u00edr\u00f3 n\u00e9vre van sz\u00fcks\u00e9g. A dokumentum al\u00e1\u00edr\u00e1sa ut\u00e1n a rendszer ugyanabba a f\u00e1jlmez\u0151be menti, amelyb\u0151l az al\u00e1\u00edr\u00e1si folyamatot ind\u00edtott\u00e1k. Az eredeti, al\u00e1\u00edratlan dokumentumot fel\u00fcl\u00edrja az al\u00e1\u00edrt verzi\u00f3, ez\u00e9rt csak az adatlapi el\u0151zm\u00e9nyekben \u00e9rhet\u0151 el:<\/p>\n<p><a href=\"https:\/\/www.minicrm.hu\/help\/digitalis-dokumentum-alairas-a-minicrm-ben\/9oejkwkkjwtufyyavn3ew2hsnbxqizb43xpk5dfy\/\" rel=\"attachment wp-att-62884\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-62884\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-scaled.png\" alt=\"\" width=\"2560\" height=\"1337\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-1024x535.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-768x401.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-1536x802.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/9OEjkwKKJWTuFYyavN3ew2HsNbxQIzB43XpK5DFy-2048x1070.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<h2>Milyen eszk\u00f6z\u00f6k\u00f6n tudom haszn\u00e1lni?<\/h2>\n<p>A digit\u00e1lis al\u00e1\u00edr\u00e1s sz\u00e1m\u00edt\u00f3g\u00e9pen, tableten \u00e9s mobil eszk\u00f6z\u00f6n is el\u00e9rhet\u0151. Az applik\u00e1ci\u00f3ban az al\u00e1\u00edr\u00e1ssal ujjal, sz\u00e1m\u00edt\u00f3g\u00e9pen kurzorral v\u00e9gezhet\u0151 el.<\/p>\n<h2>Hogyan tudom haszn\u00e1lni t\u00e9teles term\u00e9kben?<\/h2>\n<h3>1) T\u00e9teles dokumentum ki\u00e1ll\u00edt\u00e1sa<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62405 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Kiallitas-scaled.png\" alt=\"\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Kiallitas-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Kiallitas-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Kiallitas-1024x576.png 1024w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>2) T\u00e9teles dokumentum al\u00e1\u00edr\u00e1sa<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62407 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-scaled.png\" alt=\"\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-1024x576.png 1024w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>3) Al\u00e1\u00edr\u00f3 adatainak megad\u00e1sa<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62412 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-scaled.png\" alt=\"\" width=\"2560\" height=\"1543\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-300x181.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-1024x617.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-768x463.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-1536x926.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-3-2048x1234.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>4) Dokumentum \u00e1ttekint\u00e9se \u00e9s al\u00e1\u00edr\u00e1sa<\/h3>\n<p>A dokumentum al\u00e1\u00edr\u00e1s\u00e1ra jelenleg szem\u00e9lyesen, az adott eszk\u00f6z\u00f6n (sz\u00e1m\u00edt\u00f3g\u00e9p, laptop, mobil vagy tablet) van lehet\u0151s\u00e9g, emailben kik\u00fcldve nem lehet \u00fcgyfelekkel al\u00e1\u00edratni.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62409 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-scaled.png\" alt=\"\" width=\"2560\" height=\"1541\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-300x181.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-1024x617.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-768x462.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-1536x925.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Alairas-felulete-2-1-2048x1233.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>5) A sikeres al\u00e1\u00edr\u00e1s<\/h3>\n<p>A sikeres al\u00e1\u00edr\u00e1sr\u00f3l a rendszer <strong>tan\u00fas\u00edtv\u00e1nyt<\/strong> k\u00e9sz\u00edt, amely tartalmazza:<\/p>\n<ul>\n<li>az al\u00e1\u00edr\u00f3 nev\u00e9t,<\/li>\n<li>az al\u00e1\u00edr\u00f3 email c\u00edm\u00e9t,<\/li>\n<li>az al\u00e1\u00edr\u00e1s d\u00e1tum\u00e1t \u00e9s helysz\u00edn\u00e9t,<\/li>\n<li>az IP-c\u00edmet,<\/li>\n<li>az al\u00e1\u00edr\u00e1shoz haszn\u00e1lt eszk\u00f6z adatait,<\/li>\n<li>valamint egy digit\u00e1lis ujjlenyomatot, amely a dokumentum tartalm\u00e1nak ellen\u0151rz\u00e9s\u00e9re szolg\u00e1l.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62842 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1.png\" alt=\"\" width=\"2560\" height=\"1538\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1-300x180.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1-1024x615.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1-768x461.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1-1536x923.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/06\/Tanusitvany-scaled-1-1-2048x1230.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>6) Al\u00e1\u00edrt dokumentum automatikus ment\u00e9se<\/h3>\n<p>Al\u00e1\u00edr\u00e1st a k\u00f6vet\u0151en a ki\u00e1ll\u00edtott t\u00e9teles dokumentumot \u00e9s az al\u00e1\u00edr\u00e1si tan\u00fas\u00edtv\u00e1nyt egyar\u00e1nt tartalmaz\u00f3 <strong>f\u00e1jl automatikusan ment\u00e9sre ker\u00fcl az adatlapon,<\/strong> \u00edgy b\u00e1rmikor <strong>k\u00f6nnyen visszakereshet\u0151,<\/strong> valamint ak\u00e1r <strong>automatikusan is kik\u00fcldhet\u0151<\/strong> az \u00e9rintettek sz\u00e1m\u00e1ra.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62416 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-scaled.png\" alt=\"\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-1024x576.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-768x432.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-1536x864.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2026\/05\/Adatlapi-mezo-angol-1-2048x1152.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A digit\u00e1lis dokumentum al\u00e1\u00edr\u00e1s funkci\u00f3 seg\u00edts\u00e9g\u00e9vel a t\u00e9teles dokumentumok al\u00e1\u00edr\u00e1sa gyorsabban \u00e9s kevesebb adminisztr\u00e1ci\u00f3val v\u00e9gezhet\u0151 el. Mivel az al\u00e1\u00edr\u00e1s k\u00f6zvetlen\u00fcl a MiniCRM-ben t\u00f6rt\u00e9nik, nincs sz\u00fcks\u00e9g nyomtat\u00e1sra, szkennel\u00e9sre vagy az al\u00e1\u00edrt dokumentum visszak\u00fcld\u00e9s\u00e9re. Az egyszer\u0171 elektronikus al\u00e1\u00edr\u00e1s (SES) korl\u00e1tozott bizony\u00edt\u00f3 er\u0151vel rendelkezik, azonban a felek k\u00f6z\u00f6tti bizalmi viszony fenn\u00e1ll\u00e1sa eset\u00e9n, k\u00fcl\u00f6n\u00f6sen alacsony kock\u00e1zat\u00fa B2B rel\u00e1ci\u00f3kban (munkalapok, [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-62398","post","type-post","status-publish","format-standard","hentry","category-egyeb"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Digit\u00e1lis dokumentum al\u00e1\u00edr\u00e1s a MiniCRM-ben - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A digit\u00e1lis dokumentum al\u00e1\u00edr\u00e1s funkci\u00f3 seg\u00edts\u00e9g\u00e9vel a t\u00e9teles dokumentumok al\u00e1\u00edr\u00e1sa gyorsabban \u00e9s kevesebb adminisztr\u00e1ci\u00f3val v\u00e9gezhet\u0151 el. 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