Generated Document

Creating Multi-record documents for price lists and shipments schedule example

If you need to generate a printable products catalog with a price list, you’ll find TeamDesk multi-record document feature really helpful.

Creating a printable products list in either MS Word or PDF format is now a quick and easy process.

First, mark the products you need from the product catalog.


Then press the “Multi-Record Document” button at the top of the View to generate the document:


The document may be easily formatted as needed.
At first, generate a default document template, containing fields’ placeholders:


Then draw a nicely formatted table and paste system fields’ placeholders into appropriate spots.


Save this document template locally and upload it into the system, choosing the “Multi-Record” option.


In case you need to calculate “Total summaries”, such as Total Quantity and Total Price within the document, you should insert the formula, for example, a formula like
can be selected in the MS World settings.


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