---
title: Documents
slug: documents
docTags: 
createdAt: 2021-11-17T13:47:06.000Z
---

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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/QFU9qGM1Uz4LxkN24BxGE_image.png)

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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/HnpAdYbMtGcHGhqm3WlkS_image.png)

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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/sWdSphf-OOvoLx6T7H0_n_image.png)

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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/NGKyILFRsftCU-UISxGcS_image.png)

### CMS integration

You can insert data from [CMS entities](https://app.archbee.io/docs/ffeACTZ47_Cw3ctxvLLBM/V2PCdIWQkL1R2UY-X0XAN) (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](https://docs.hyperportal.org/processes) that will be generating the document. The entity id should be in double curly brackets, like this - {{contact.firstName}}. 

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/sfFm8u-OUe8Jy5Rsb6m-h_image.png)



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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/Pw8h8b8H5IXo_J9hlzHgd_image.png)



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'. 

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/x7JjzwwJLLIX8DUBjANZV_image.png)



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.

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/oZTc-DohUpehkYg31WWxP_image.png)



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

![](https://api.archbee.com/api/optimize/5goaGPkGyPYxtK7K75CEC/WwCQPxjTj8UwVwVTcOQmT_image.png)