Document Templates

Document Templates

Overview

Document templates are used to merge data from various functional areas into documents such as letters, permits, and inspection reports.

To configure document templates, navigate to Admin > Document Templates.

Creating and Editing Document Templates

To create a new document template, click the Add New Document Template button.

To edit an existing document template, click the Open button next to it.

For information on editing document template content or metadata, see the Viewing and Editing Document Templates page.

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