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Templates Introduction & Tutorial

You can start creating your document templates in any editor. You need to replace all fields that you are expecting to fill automatically with special tags sourrended by special “curly” brackets.
  • If you want to control particular place in document use Fields
  • If you want to control whole sections/page/parts of document use Sections
  • If you want to create/calculate part of document based on calculations or conditions use Smart Fields or Smart Sections
You can create templates step by step. You can upload template with more fields later on

Video Tutorial

How to create Document Templates for Automation