Creating Documents from a Template

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: Jul 02, 2020 by Marleze Scheepers (Unlicensed)
2 min read

Once you have set up your standard document templates, you are now able to create Client / Business documents based on a document template.

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How to Create a Document from a Template:

  1. Navigate either via the Client grid, or the Document menu, to a folder location where the newly created document will be stored.
  2. Click the folder name that the file will be saved to (this becomes the destination folder).
  3. Click the New Document button and select the document template you will base your new document on. If you have implemented a folder structure to store your templates, you will need to navigate to the correct folder to locate the template.
  4. Your new document will be created. Make any necessary changes, and either Save or Save & PDF the document.
  • Note #1: the merge fields will only be updated once the document has been PDF'd.
  • Note #2: you can also select the File option on the Ribbon bar and Save, Save As, or Save and PDF.

If you are happy with the PDF, you can then either sign the document using Digital Document Signing and then set the document to be Published, or if the document does not require a signature, Publish it directly. Click the document Properties button and set the document to "Published".

  • Note #1: the system will then send a File Upload notification (if they have a login, if not they will be sent a Welcome with Files email) and the document will then be visible by the Client.

Database fields for mail merge

Database fields can be added to any Client document. Normally a database field would be added to the Document Template so that it would not have to be added to the document when it is created for the Client, but this can be done if required.
To understand the usage of the custom fields, please refer to its own article.


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