Templates are a structure or framework on which new documents can be based. Templates currently work with lists, SMS, email, and documents. All templates are marked with the Templates tag.

If you have created a list, SMS, or document with its own custom column structure 💎, you can save it as a template for future use 🚀. No longer needed, or need to change the content? No problem.

📄 Document templates and variables

In the Docs section (formerly Wiki), you can create document templates and insert variables into them. Variables are populated when an entity is exported — a client, invoice, or payment — and a complete document is generated for that specific client based on them.

For example, you need to create a monthly certificate of completed work. To do this, create a text template for the certificate in the company documents and add amounts, client initials, dates, and other data as variables using curly braces {{variable}}. Then, when exporting the income report, you can generate the document itself in PDF format with the data already filled in from the report.

When exporting from a table, you can generate either a single PDF file for printing or separate documents. You can also enable the option to save documents to the client card. A separate Documents section has been added to the client profile for this purpose.

🧩 What can be templated

• lists with custom columns;
• SMS and email messages;
• company documents;
• certificates, contracts, and other documents with {{variable}} variables.

P.s. 🧩🏆

Saves a document's structure for future use and reduces administrator errors and document preparation time.