Generating documents from templates

How to generate a document from a template.

Once you've added document templates, you can use them to generate documents, for example to create proposals to send to potential customers.

There are several places in your Nexudus Spaces account where you can generate documents from templates, specifically:

  • Bookings

  • Contracts

  • Proposals

  • Customers

To generate a document from member/contact lists

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

  2. In the side menu, click Operations, then click Members & Contacts.

  3. From any member or contact list, do one of the following:

    • Move your pointer to the left of one or more names and select the check-box that is displayed. A pop-out menu is displayed.

    • At the end of the name, click. A pop-out menu is displayed.

  4. On either pop-out menu, click Generate Document.

  5. On the page that is displayed, select a document template to use.

  6. Click Continue. Your browser opens the document in your word processing software.

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

Generating a document from the Customers list

Number

Description

1

In the side menu, click Operations, then click Members & Contacts

2

The More options button

3

The Generate Document command

To generate a document from within a booking record

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

  2. In the side menu, click Operations, then click Bookings Calendar.

  3. Locate and click the booking from which you want to generate a document.

  4. Click More options, and select Generate Document.

  5. On the page that is displayed, select a document template to use.

  6. Click Continue. Your browser opens the document using your word processor.

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

Generating a document from a booking

Number

Description

1

The More options command

2

The Generate Document command

To generate a document for a proposal

Proposal can have two documents in them. A proposal "document to send" and a proposal "document to sign". The first document is meant to outline the general terms of the proposal to the customer while the second one will be sent to customer accepting the proposal so they can e-sign it.

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

  2. In the side menu, click CRM, then click Proposals.

  3. Locate and select the proposal to generate the document for

  4. Click on "Generate document to sign" or "General proposal document".

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

See also: