Document text templates

Release date:

When formatting documents, you can now choose a document text template. You can create document templatesSystem settings - Documents - Document text templates:

Fill in the template text in the variable spaces by entering the formulas on the left. If you have a document template in Word format, then enter the formulas in the document and upload the document in the box Select a file. When writing formulas in a Word file, precede the formula with a dollar sign, e.g.${client_company}.

Save the template. Use it to create documents in the system. 

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