Document Templates

A document template is a special type of document that contains pre-defined information, e.g. font and font size, logos, margins, headers and footers or set text. Additionally, you can add merge fields, which allow you to merge contact information for employees or contacts/contact persons that are registered in the program with the document.

Document templates are used to simplify working with documents that should have the same or similar layout. All documents created based on a chosen template will contain the same information that was pre-defined for the template. This can save you a lot of time when creating documents after you put a little initial effort into preparing and adjusting document templates for documents you use frequently.

The program comes with a number of document templates that can either be applied as they are or you can customise them to match your company's needs. You can also create your own templates from scratch if you want.

Merge fields in Word

For templates in Word it is possible to set in merge fields that merge contact information for employees or contacts/contact persons into the document. Merge fields are inserted by clicking on the Insert Merge Fields button in Microsoft Word. This will open a list of possible fields for insertion into the document template. These fields will be filled in automatically afterwards when you create a document based on the document template. Remember that merge fields may also be formatted and moved as you wish.