Creating a New Document

After a document template is configured, it is possible to create new documents to be filled by information of a specific table record.

To create a new document:

Click the Setup link in the top right corner of the window.

Select a table you need.

From the setup menu select Documents > Create a new document:


Enter a name of a new document. Note that the text entered in this field will be used as a caption of a document button in the user mode of TeamDesk.


Enter the common information of a new document.


The Location property specifies whether the button will be located on a record's preview page or along with the View/Edit/Delete buttons that are selected in the Table View advanced options or in either places. Furthermore, you can select the Multi-Record Table View Button to render multi-record documents.


When a document is created, there is a button displayed on a view form. This button allows to generate the document. The Category property allows to group document buttons in a drop list, as a result, the form does not look cluttered.

If category is not set, the item is rendered as a push button named after the item.

If category is set for a single item it is rendered as a push button, but named after category rather than item.

If category is set and shared between multiple items they are rendered as a dropdown button named after category with items forming a menu.

Please note that documents’ buttons and custom buttons are processed separately; their categories are not shared.


In the Template field select a document template based on which a document should be generated. If a template has not been specified, TeamDesk will generate a new template (a new template will be identical to the one created when a user clicks the Generate document template link).

Output Format

You can choose between two output formats: Microsoft Word or PDF. As a result, the output will be displayed as the docx or the pdf file. This setting is also respected when sending document via workflow email actions.


This property allows you to restrict the access to a document to a selected set of roles. A document button will not be shown to users with such roles.


If it is needed, the Views property allows you to restrict the access to the document button to a selected set of views.


The Matching section is intended to set the filter criteria for the records that will include a document button that allows generating a document.

File Name

Check the Custom Formula checkbox to specify formula for document file name on document setup screen.

For example:

Click the Save button to save changes.

When a new document has been created in the Setup mode, you will be able to make documents for table records in the user mode of the TeamDesk system.

Next: Customizing Existing Documents