Document templates

How to manage document templates.

You've no doubt found yourself having to draft a contract or other document when a person makes a booking in your space or purchases a product. Instead of having to write this document every time you need it, you can use the Document Templates in Nexudus.

This feature lets you create documents with dynamic data that is directly lifted from the data in your Nexudus account. For example, you could set up a contract for booking an events room that includes fields such as the member's name, date, time and total booking price. Using a template, you can quickly export the document and amend it in your preferred text editor.‌

The Nexudus platform comes with a fully-featured Microsoft Word editor that will enable you to produce pixel-perfect documents based on the data of your proposals, bookings or customers.

Built-in Word Editor

You can locate the Document Templates section in the CRM module.

Link to document templates

To set up a document template

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Document Templates.

  3. Click Add document template.

  4. Complete the required fields (see the table below for a description of each reminder option).

  5. Click Save.

Option

Description

Template name

Enter a name for the template.

Location

If you manage more than one space from your Nexudus account, select from the drop-down list the location of the space that is going to use the document template

Output Format

Unless you have a specific reason to use HTML or RTF, choose "Microsoft Word". This format will give you the most flexibility when it comes to the design of the document.

Microsoft Word Document

If you have an existing Microsoft Word Document that would like to use as a base for the new template, you can upload it here.

To preview a document template

Previewing a document
  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Document template.

  3. In the list of templates, click the name of the one to preview.

  4. In the More options box, click Preview. Your browser opens the document using your word processor.

Download a preview of your document

Your browser may block the opening of the template. You should be able to override this behaviour in your browser settings.‌

To edit a document template

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Document template.

  3. In the list of templates, click the name of the one to edit.

  4. Make the necessary changes (see more details below).

  5. Click Save changes.

Depending on the format of your document template (RTF, HTML or Word), you do edits differently.

For Word documents, you should click "Launch Template Editor"

For HTML and RTF documents, you can use the in-line editor below.

Editing a document template

To delete a document template

IMPORTANT: This action is irreversible, so you must make sure you really want to delete the document template.‌

There is also a Delete button at the bottom of the template editing page.‌

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Document template.

  3. At the end of the template you want to delete, click. A pop-out menu is displayed.

  4. Click Delete.

Deleting a document template

See also: