Information

You want to automatically create a document with the data from a contract. Use document templates for this. Document templates contain placeholders that are automatically replaced with the information from the contract.

Condition

At least one document template must be available.

Method

1. Select the folder for the contract you want to generate a document for.

2. On the Contract tab, click Create document.

3. In the Select template dialog box, select a document template and confirm with OK.

4. In the Create new document dialog box, you can change the name of the document and the responsible user.

The fields on the Additional information tab contain the contract information and cannot be changed.

Result

The document is added to the selected folder and opened.

Outlook

You can edit the document and print it for use.

If any contract information changes, you can apply changes using the Update document function.

The Update document function has no effect on subsequent changes to the document. It only updates the information automatically transferred from the form.