After document templates have been created, they can be used to add standardized documents to events, accounts, orders and other areas of Enterprise. See Document Templates for more information about creating template documents. To add a document from a template:
- Navigate to the Documents tab where you want to add the document (Accounts, Events, Jobs, and so on).
- Click the arrow next to Add. An additional menu displays.
- Select Add Document From Template. The Select Template Document screen opens.
- Select the template document to use.
- Click Select. The Add Document window opens.
- Enter the necessary document details.
- Click OK. The template document opens in its native application (Word, Excel, and so on).
- Make any necessary changes.
- Save the document.
- Close the native application (Word, Excel, and so on).
- If necessary, check the document into Enterprise.
Comments
3 comments
Can I merge into the Document Description field? For example;
*Event Name* Briefing Document
0 upvotes
Hi Kendall,
Have you tried Shift+F2?
This works for e-mail template subjects - I can't see why it should not be supported in document templates also.
0 upvotes
Kendall,
At this time you can't merge into the Document Description field. Please submit an enhancement request if you would like to see this functionality considered.
Thank you!
--Carrie
0 upvotes
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