How do I create or modify a document template?

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In the Documents  page you can create or modify document templates.

Customization can be done in a matter of minutes, as per your company’s requirements and changes that can develop through a project’s life cycle.

When you access the Documents page, you will be able to:

  • Select an Existing Doc

  • Create New Doc

Create a document template

Choose Create New Doc when you access the Documents page and give it a name/title 

By clicking on the Add button  on the left side of your template you can access the Data Model. Add attributes and variables in your document template as you see fit.

Modify a document template

Select an Existing Doc when you access the Documents page to view the document template available and start to edit.

Note: When ready, don’t forget to press the Save button in the upper-right side of the screen to save all your changes. If you want to create another document template, or select one, click the Add / Select button. The Preview button , located in the upper-right side of the screen, will serve a downloadable PDF.