The Goal: Upload a document template you have already created so it is stored in the database and available for use throughout the software.
Before You Begin:
- You have already created the document template file and have it saved on your computer.
- You have permission to manage document generation templates.
Step-by-Step Instructions
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Go to Settings, General Settings section, click Document Generation Templates. A list of existing templates will be displayed.
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On the Document Generations Template screen, click the Add
button.
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In the Add Document Generation Template window, complete the following:
- Select the Template Type; this will determine where in the software the template will be available for use/selection. For example, document templates of type Invoice will only be available where billing functions are performed.
- Enter a Name for the new template.
- Click the Choose File button to navigate to your saved copy and upload.
- Click Done. You will now be able to choose this template where applicable.
Common Pitfalls
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No trigger action configured: A template will not produce a document on its own. There must be a trigger action in GrowthZone to prompt the system to add merge fields when generating a document. For example:
- A Letter of Good Standing template generates the document when the “Create Letter/Document” action is selected in a contact record.
- A certificate of completion for a continuing education component is generated when the attendee is marked as attended in an event. An invoice is created when the Run Upcoming Billing action is selected in the Billing module.
See “Add Merge Fields to a Document Template” for more information on adding merge fields.