Document Templates

A document template is a standard MS Word document containing information about the style and format of a generated document.

TeamDesk generates document templates automatically. When a template is generated, a user can adjust template settings, such as picture and layout settings, fonts, and so on, just as they would in a simple MS Word document. While working with a template, a user can also modify some data that will be included in future documents, such as table names, captions, and so forth.

To generate a new template:

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

2. Select the table you need.

3. From the Setup menu, select Documents > Generate document template. The system will display the download window: you can open a generated document template in MS Word to view/edit it or save it to your computer.

The generated document template contains all possible placeholders for columns and related details. If you don’t need some of them in the resulting document, simply delete them from the document template.

You can’t mix placeholders from document templates generated for different tables.

The template example is displayed below:

Once a template is adjusted to your requirements, you can save it on your computer and upload it to TeamDesk as a New Document.

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.