Document Templates
  • 23 Jun 2021
  • 1 Minute to read
  • Comments

Document Templates

  • Comments

What Are Document Templates?

Document templates are a way for you to generate custom documents that leverage data in your Nexudus account.

How Document Templates Work

Instead of manually editing documents such as contracts to include individual customer details, document templates let you automate the process by using dynamic fields. The dynamic fields in the templates automatically pull data from your Nexudus account and include the relevant details in the output document.

For example, you can set up a standard contract for private offices that includes dynamic fields such as the member's name, the contract start date, the plan's name, and the plan's price.

Every time you send the contract to a new customer, the relevant details automatically populate the dynamic fields in the output document.

Document Templates Output Formats

You can create document templates in the following formats:

  • HTML
  • RTF
  • Microsoft Word

Document templates using HTML and RTF output formats can be edited directly from the Document field.

Document templates using the Microsoft Word output format can be edited in Nexudus through the integrated Template Editor. You also have the option to upload a Microsoft Word file to use as template.