File templates

Document template functionality is designed to automatically add document template to the document form. This helps to ensure that the same document template is used across the company. To add document template to the document form - navigate to Administration → Forms management →+Add document form / Change existing document form →Document Template Tab.

"+Choose" one document template or several document templates to add it / them to the document form. 

You may also use «drag&drop» capabilities to add document template to the document form. 

After adding the document template, Administrator has rights to enable the setting «replace template fields with data from the document form». The functionality is designed to automatically fill the document form with required data.  The functionality on automated data completion is compatible with the following format: ".doc", ".docx", ".odt" та ".rtf".