How do I upload and use document templates in SuperOffice CRM?

In SuperOffice CRM you can easily upload your personalized document templates and use them to prepare documents with automatically populated information easily. Please follow the steps below to do it:

Step 1. Upload a document template in SuperOffice CRM

Step 2. Use your document template

 

Step 1. Upload a document template in SuperOffice CRM

Please follow the steps below:

1. Log in to Settings and Maintenance in SuperOffice CRM.
    
2. Click on the Lists (1) button in the Navigator panel, then select Document templates (2) from the drop-down list and click on +Add (3).
   
   
    
3. Give a Name (1) to your document, select where the document should be stored (2), and upload your document template file (3). Click Save (4) to finish.
   
   
   
   Note! By default, all document templates are stored in the SuperOffice Online archive (SO Archive). However, if you use the Google Workspace or SharePoint integration, templates can be stored in the cloud storage provided by the integration. Please check the following links for SharePoint or Google Workspace integrations, and this link for a technical overview.
    
4. Then select Direction (1), Document type (2), and Intention (3) of the document. If you are uploading a quote document template, mark it as a Quote document type (4) and select the type of the document from the drop-down list. Please check this FAQ about the different Quote document template types.
   
   If you want that your documents to automatically get a reference you need to include the reference pattern in Our reference (5) field. One option is to use a template variable {oref}.
   
   
    
5. If you want to include other language versions of the same document template, click on the Languages (1) tab, then click on +Add (2).
   
   
    
6. In the Add language field, choose the language of the document template and upload or copy an existing document template, click Add to finish.
   
   
    
7. Click Save and the document template is ready to use.
    

Step 2. Use your document template

Please follow the steps below:

1. Click on the arrow next to the New button in the top-left corner of the screen, then select Document.
   
   
    
2. Then choose the document template (1) you have created from the drop-down list, fill in the relevant fields with metadata of the document, and click on the Create (2) button.
   
   
    
3. If you use SuperOffice WebTools, the new document will be opened in the program on your computer. If WebTools are not in use, the new document will be downloaded on your computer and you'll be able to open it by double-clicking on the document file. Be aware that changes made on the document won't be saved in SuperOffice. If you want that all changes would be saved in the document automatically we recommend installing SuperOffice WebTools. 

More information

FAQ: How do I use SuperOffice CRM template variables to automatically insert information into a document?

FAQ: How do I change a file in the document template that is already created in SuperOffice CRM?

FAQ: How do I create a quote document and e-mail templates in SuperOffice CRM?

Forum: PDF form as a template, is it possible.