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Document Templates

Using Document Templates

Once you have created the document template you can load the template in the module you selected to create the template from.  To do this you need to add the content tab, or the content log on the profile page of the selected module.

1. Open the particular record you would like to create the document with. 

2. Click create from template in the content log or content tab.

3. Select the template from the drop down list.

4. Give the template a name.

5. Select either a PDF or Word file.

6. Click to create the document.

7.  The document will show up in the content log or content tab.  You can click on it to download the file.

See also