The Document template screen has four functions available via tabs:
Templates |
Different MS Word-based templates are uploaded and managed here. |
Document types |
A list of document forms that can be generated for various purposes throughout Agiblocks. A document type defines the sections or “content blocks” to display appropriate data within a specific generated document form. |
Content items |
A master data list of document content types. This is text that will be used in different sections of documents or displayed on a form screen for selection. |
Master data translations |
Lists the spreadsheets uploaded to create translations for master data used in generated documents. |
