Documents

Let’s assume you have created the Invoicing database and want to use the Invoice table records to generate invoice documents.

For example, you have the following Invoice record:

Invoice Record

In TeamDesk, you can create a template. It allows you to insert record data into a Microsoft Word document. TeamDesk document templates are formal information pages containing data from specific table records. An example of the template is listed below:

Document Template

You can modify this template or insert template data into the Invoice document designed according to your needs (with your logo and invoice structure).

Please note that placeholders containing related details must be structured as a table, and such a table can be inserted into the document. In our example, the related details are stored in the "Items" table.

Customized Document Template

When the created Invoice document is downloaded to the TeamDesk system, the "Invoice" document button will be displayed on the View Form. This button allows you to generate invoices comprising data from invoice records.

Document Button

Press the "Invoice" button, and the invoice document comprising data from the record will be generated.

You can choose between two output formats: Microsoft Word or PDF. As a result, the document will be opened as a .docx or .pdf file.

Generated Invoice Example

All initial settings for document creation are configured in the Setup mode of the TeamDesk system. Please note that you will not be able to create new documents for table records until you generate a document template and create a new document in the Setup mode.