Create document template

Warning
Only managers and administrators are able to create templates.

  1. Open Templates section.

  2. Click Create button and select Template.

  3. Add text, including all it’s variants.

  4. Format it using editor tools.

  5. Add conditions of text visiability.

  6. Add input fields.

  7. Add typical blocks.

  8. Choose a format of documents, which will be created from the template format.

  9. Publish the template

Now the template is done and available for creating documents.

Updated on 08.02.2024

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