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Document Templates are an easy way to store a variety of different types of documents within your platform that you need to regularly send out to Users. Document Templates can be used to generate Certificates, Sign-In Sheets/Registers, Joining Instructions, Name Badges, and even Door Signs.
If you are having issues with a Document Template you have made, or Document Templates in general, please visit this related Troubleshooting page.
To learn how to use Document Templates, click here.
To access the Document Template Merge Field Glossary, click here.
Click here for a video tutorial on Document Templates.
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Note, do not include special characters in the file name of a Document Template, names should only be alphanumeric, if a file name contains a symbol, the template will break. if you are in any doubt at all, please contact the accessplanit support team. |
Templates: first Ticking file you wish the to be
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