Document templates allow you to automatically fill in printable forms (documents and invoices) with data from a case card.
You can configure document templates in the Administration — Document templates section.
To add a document template:
- In the Administration section, select the Document Templates section.
- Click the ➕ button in the lower right corner of the page and select Document Template.
- Fill in the fields of the document template creation form:
- Enter the name of the template;
- Attach the prepared template file;
- Select the object types for which the current template will be available from the list.
- Click the Add button. The template will be added to the list.
To prepare a template file, you need to create a document in Word with the elements you need: a header and a footer, and also set the tags for the fields that you want to display in the document.
For example, the name of the project (ProjectGroup_Name) and participant (Project_Participant_Name).
For example, the name of the project (ProjectGroup_Name) and participant (Project_Participant_Name).