Upload a Document Template

Shelly Satre

Jul 10, 2024

958

If you have created a document template, you can upload it to the database.

Click Setup in the Navigation Panel.
Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
On the Document Generations Template screen, click the Add button.
In the Add Document Generation Template window:
- 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.

NOTE: There must be a trigger action in GrowthZone to prompt the system to add merge fields when generating a document.

Examples:

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.

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