Documents

To access document templates you need to go to "Templates" -> "Documents".

You can add the new template by clicking on the 'Add template' button.

You can edit existing templates by clicking on the name of the template.

To add a new template you should upload a file in .docx format (Microsoft Word Open XML).

You can insert data from CMS entities (e.g. - the name of the customer, the model of the vehicle, etc.) in your templates. To do that you need to type the entity id of the needed property from the workflow process that will be generating the document. The entity id should be in double curly brackets, like this - {{contact.firstName}}.



Example - We have an automated process that generates the document for the leasing agreement.



We can put the name of the company in the document by leaving the entity id of the field. The entity id on the company field in the process is 'company'.



But the organization entity (the entity that the company property refers to) contains multiple fields, so to refer to the company`s name you should find the entity id of the field that contains the name.



It`s 'name'. So to refer to the company`s name in the document you should enter this - {{company.name}}.