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Creating an attachment from a template

If you have document templates available, you can quickly create a document with pre-prepared structures.

What is a template?​

A template is a pre-prepared document (e.g. Word or PDF) with fixed elements included and marked variables (e.g. [client_name], [date], [amount]), which are automatically replaced with actual data upon creation.

Steps for using a template:​

  1. On the "Attachments" tab, click "Operation".
  2. Select the "Create from template" option

  1. Select the desired template from the list.

  1. Fill in the form with metadata – the system automatically transfers the values to the appropriate places in the document.
  2. Adjust the content as needed.
  3. The document is saved and ready for the next steps (e.g. signing, forwarding).

Benefits of using templates​

✅ Consistent document structure
✅ Fewer writing errors
✅ Faster work and automation
✅ Easier tracking of changes and versions
✅ Compliance with company rules or legislation

The available settings and usage options depend on the settings and business processes of your organization.