Adding Document Templates
- 16 Jan 2024
- 1 Minute to read
Adding Document Templates
- Updated on 16 Jan 2024
- 1 Minute to read
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You can add new document templates from the CRM section of the Admin Panel.
Adding Document Templates Using Microsoft Word
We recommend you copy/paste your document's content in the editor once you've created the template.
This method helps you avoid formatting errors while working on the template and will save you time in the long run.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Document templates.
Click Add template.
Add a Template name.
Click the Save Changes button.
You've successfully created your new Microsoft Word document template. You can now edit the document template or customize it by clicking on it.
Adding Document Templates Using RTF
You need to be familiar with RTF syntax to use this output format.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Document templates.
Click Add template.
Add a Template name.
Select RTF (Liquid syntax).
Add your template's content in the Contents field.
Click the Save Changes button.
You've successfully created your new RTF document template. You can start using it to generate proposals or customer documents.
Creating Document Templates Using HTML
You need to be familiar with HTML to use this output format.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Document templates.
Click Add template.
Add a Template name.
Select HTML (Liquid syntax).
Add your template's content in the Contents field.
Click the Save Changes button.
You've successfully created your new HTML document template. You can start using it to generate proposals or customer documents.
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