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Create a document from template

Main image

  1. Navigate to the Templates page
  2. Choose an existing Template
  3. Select one or multiple records (rows) from the table
  4. Click the “Create document” button located in the management zone at the top of the table
  5. Specify the Document type to be created, either Word or PDF
  6. Choose a record from the linked Base; this will provide data to replace in the document
  7. Click the “Create” button to generate the document