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 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.