Create a document template

1. In Admin > Application Data, select Document Maintenance.

2. Select Create New Template at the bottom of the page.

3. In TEMPLATE > Data Source, select:

   • Inbuilt- to use a predefined set of data.

   • Query- to use a set of data created in Query Builder.

     

4. Select your chosen Data Source.

5. Select Show Merge Fields.

   Merge Field Picker will open in a new window.

   

6. Select individual merge fields, or all.

   For DocuSign documents, you need to ensure the following merge fields are selected:
   a. DocuSign Date: {DS_DateStamp}
   b. DocuSign SignHere: {DS_SignHere}

7. Select Select Fields at the bottom of the window.

8. Copy (Ctrl + C) the selected fields, this will allow you to paste them into the document after.

   The Select Fields and Ctrl + C actions will not produce any visible change in the interface, but both steps are essential.

9. Select Close.

10. Select Save.

11. Enter a Template Title, then select OK.

    This will create a blank document that you can add content to.

     

7. Select Download.

8. Once downloaded, open the document.

9. Paste (Ctrl + V) the merge fields you copied earlier into the document and rearrange them as needed.

   For DocuSign documents, change the font colour of {DS_DateStamp} and {DS_SignHere} to white, so that they appear hidden.

10. Save the document locally.