Creating and adding a document template

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 AdministrationDocument templates section.

To add a document template:
  1. In the Administration section, select the Document Templates section.
  2. Click the ➕ button in the lower right corner of the page and select Document Template.
  3. Fill in the fields of the document template creation form:
    • Enter the name of the template;
    • Attach the prepared template file;
  4. Select the object types for which the current template will be available from the list.
  5. Click the Add button. The template will be added to the list.

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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).

 

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