Document Template

From ContactsLaw Documentation
Revision as of 15:41, 11 July 2023 by Bradley Smith (talk | contribs) (Created page with "A '''document template''' is used to generate documents in ContactsLaw. Templates consist of a body (e.g. a Microsoft Word document) and metadata which describes how to combine the existing content with data from assets, such as matters, contacts and other documents. == Purposes == Templates can be configured so that ContactsLaw will use them for a specific purpose: * '''Email''' * '''Fax''' * '''Letter''' * '''Invoice''' - G...")
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A document template is used to generate documents in ContactsLaw.

Templates consist of a body (e.g. a Microsoft Word document) and metadata which describes how to combine the existing content with data from assets, such as matters, contacts and other documents.

Purposes

Templates can be configured so that ContactsLaw will use them for a specific purpose:

  • Email
  • Fax
  • Letter
  • Invoice - Generated when an invoice is finalised.
  • Receipt - Can be generated on-demand from a transaction of the appropriate type.
  • Report - Can be generated on-demand from any built-in report.
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