{"id":1562,"date":"2022-03-04T13:26:54","date_gmt":"2022-03-04T13:26:54","guid":{"rendered":"https:\/\/www.deudafix.es\/blog\/?post_type=ufaq&#038;p=1562"},"modified":"2022-03-04T13:28:21","modified_gmt":"2022-03-04T13:28:21","slug":"guia-para-nombrar-documentos-en-el-crm","status":"publish","type":"ufaq","link":"https:\/\/www.deudafix.es\/blog\/ufaq\/guia-para-nombrar-documentos-en-el-crm\/","title":{"rendered":"Gu\u00eda para nombrar documentos en el CRM"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { background-color: #77a105 !important; }.ewd-ufaq-post-margin-symbol { color: #fbfbfb !important; }.ewd-ufaq-faq-display-style-block.ewd-ufaq-post-active, .ewd-ufaq-faq-display-style-block.ewd-ufaq-post-active a,.ewd-ufaq-faq-display-style-block:hover, .ewd-ufaq-faq-display-style-block:hover a, .ewd-ufaq-faq-display-style-block:hover h4 { background-color: #222d65 !important; }.ewd-ufaq-faq-display-style-border_block.ewd-ufaq-post-active, .ewd-ufaq-faq-display-style-border_block:hover, .ewd-ufaq-faq-display-style-border_block:hover h4 { background-color: #222d65 !important; }.ewd-ufaq-faq-display-style-border_block .ewd-ufaq-faq-body { border-color: #222d65 !important; }.ewd-ufaq-faq-display-style-border_block .comment-reply-title, .ewd-ufaq-faq-display-style-border_block:hover .comment-reply-title { background-color: transparent !important; }.ewd-ufaq-faq-div {\r\n    margin: 7px 0 !important;\r\n    padding: 2px 7px !important;\r\n    clear: both;\r\n    border-width: 1px;\r\n    border: 1px #42A5F5 !important;\r\n    box-sizing: border-box !important;\r\n    \/* border-style: solid !important; *\/\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct\" id='ewd-ufaq-faq-list'>\r\n\r\n\t<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\r\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\r\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\r\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\r\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\r\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/1562' id='ewd-ufaq-current-url' \/>\r\n\t\r\n\t\r\n\t<div class='ewd-ufaq-faqs'>\r\n\r\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-contemporary ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-1562-1ztpXmutGn' data-post_id='1562'>\r\n\r\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\r\n\t\r\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/www.deudafix.es\/blog\/ufaq\/guia-para-nombrar-documentos-en-el-crm\/'>\r\n\r\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\r\n\t\t\t<span >A<\/span>\r\n\t\t<\/div>\r\n\r\n\t\t<div class='ewd-ufaq-faq-title-text'>\r\n\r\n\t\t\t<h4 id=\"boomdevs_1\">\r\n\t\t\t\tGu\u00eda para nombrar documentos en el CRM\t\t\t<\/h4>\r\n\r\n\t\t<\/div>\r\n\r\n\t\t<div class='ewd-ufaq-clear'><\/div>\r\n\r\n\t<\/a>\r\n\t\r\n<\/div>\r\n\t\r\n\t<div class='ewd-ufaq-faq-body ' >\r\n\r\n\t\t\r\n\t\t\t<div class='ewd-ufaq-faq-categories'>\r\n\t\r\n\tCategories:\r\n\t\r\n\t\tAtenci\u00f3n al cliente, \r\n\t\r\n\t\tGesti\u00f3n documental\r\n\t\r\n<\/div>\r\n\t\t\r\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\r\n\t<p><strong>DOCUMENTACI\u00d3N PERSONAL <\/strong><\/p>\n<table style=\"height: 412px;\" width=\"512\">\n<tbody>\n<tr>\n<td width=\"138\">Documento N\u00ba1<\/td>\n<td width=\"369\">DNI\/NIE<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba2<\/td>\n<td width=\"369\">Certificado de Empadronamiento.<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba3<\/td>\n<td width=\"369\">Certificado de\u00a0 Nacimiento.<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba4<\/td>\n<td width=\"369\">Certificado de Nacimiento hijos o libro de familia<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba5<\/td>\n<td width=\"369\">Escritura Notarial Capitulaciones Matrimoniales (Sentencia de Divorcio si fuera el caso). Convenio Regulador.<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba6<\/td>\n<td width=\"369\">Certificado de Antecedentes Penales.<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"138\">Documento N\u00ba7<\/td>\n<td width=\"369\">Certificado de Titularidad de Cuentas Bancarias<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u00a0<\/p>\n<p><strong>DOCUMENTACI\u00d3N LABORAL<\/strong><\/p>\n<table style=\"height: 143px;\" width=\"504\">\n<tbody>\n<tr>\n<td width=\"143\">Documento N\u00ba8<\/td>\n<td width=\"367\">Contrato Laboral<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"143\">Documento N\u00ba9<\/td>\n<td width=\"367\">Pensiones<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"143\">Documento N\u00ba10<\/td>\n<td width=\"367\">4 \u00daltimas declaraciones de la Renta \/ 3 \u00faltimas n\u00f3minas (Modelo 303 para aut\u00f3nomos)\/ Certificado de la No obligaci\u00f3n a declarar.<\/p>\n<p>10.1 Declaraci\u00f3n de Renta<\/p>\n<p>10.2 N\u00f3mina<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u00a0<\/p>\n<p><strong>DOCUMENTACI\u00d3N RELATIVA AL PASIVO<\/strong><\/p>\n<table style=\"height: 60px;\" width=\"593\">\n<tbody>\n<tr>\n<td width=\"142\">Documento N\u00ba11<\/td>\n<td width=\"380\">Contratos \/Justificante acreditativo de las deudas:<\/td>\n<td width=\"79\"><\/td>\n<\/tr>\n<tr>\n<td width=\"142\">Documento N\u00ba12<\/td>\n<td width=\"380\">12. Procedimiento judicial<\/td>\n<td width=\"79\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u00a0<\/p>\n<p><strong>DOCUMENTOS RELATIVOS AL ACTIVO<\/strong><\/p>\n<table style=\"height: 84px;\" width=\"516\">\n<tbody>\n<tr>\n<td width=\"139\">Documento N\u00ba13<\/td>\n<td width=\"371\">Permiso de Circulaci\u00f3n<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Documento N\u00ba14<\/td>\n<td width=\"371\">Tarjeta T\u00e9cnica del veh\u00edculo.<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Documento N\u00ba15<\/td>\n<td width=\"371\">Certificado de titularidad de capital mobiliario<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Documento N\u00ba16<\/td>\n<td width=\"371\">Documentaci\u00f3n Vivienda<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u00a0<\/p>\n<p><strong>OTRA DOCUMENTACI\u00d3N RELEVANTE<\/strong><\/p>\n<table style=\"height: 103px;\" width=\"523\">\n<tbody>\n<tr>\n<td width=\"143\">Documento N\u00ba17<\/td>\n<td width=\"367\">Contratos\/ \u00faltimo recibo<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<tr>\n<td width=\"143\">Documento N\u00ba18<\/p>\n<p>Documento N\u00ba19<\/td>\n<td width=\"367\">Suministros- (desglosamos)\ud83e\udc6a Luz, gas, agua, tel\u00e9fono, seguros, arrendamiento<\/p>\n<p>Mandato de representaci\u00f3n<\/td>\n<td width=\"91\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t\t\t\r\n\t\t\r\n\t<\/div>\r\n\r\n<\/div>\r\n\t<\/div>\r\n\r\n\t\r\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A Gu\u00eda para nombrar documentos en el CRM Categories: Atenci\u00f3n al cliente, Gesti\u00f3n documental DOCUMENTACI\u00d3N PERSONAL Documento N\u00ba1 DNI\/NIE Documento N\u00ba2 Certificado de Empadronamiento. Documento N\u00ba3 Certificado de\u00a0 Nacimiento. Documento N\u00ba4 Certificado de Nacimiento hijos o libro de familia Documento N\u00ba5 Escritura Notarial Capitulaciones Matrimoniales (Sentencia de Divorcio si fuera el caso). Convenio Regulador. Documento [&hellip;]<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","ufaq-category":[29,32],"ufaq-tag":[],"class_list":["post-1562","ufaq","type-ufaq","status-publish","hentry","ufaq-category-atencion-al-cliente","ufaq-category-case-management","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gu\u00eda para nombrar documentos en el CRM - Deudafix<\/title>\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.deudafix.es\/blog\/ufaq\/guia-para-nombrar-documentos-en-el-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gu\u00eda para nombrar documentos en el CRM - Deudafix\" \/>\n<meta property=\"og:description\" content=\"A Gu\u00eda para nombrar documentos en el CRM Categories: Atenci\u00f3n al cliente, Gesti\u00f3n documental DOCUMENTACI\u00d3N PERSONAL Documento N\u00ba1 DNI\/NIE Documento N\u00ba2 Certificado de Empadronamiento. Documento N\u00ba3 Certificado de\u00a0 Nacimiento. Documento N\u00ba4 Certificado de Nacimiento hijos o libro de familia Documento N\u00ba5 Escritura Notarial Capitulaciones Matrimoniales (Sentencia de Divorcio si fuera el caso). Convenio Regulador. 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