Document Templates
  • 12 Aug 2022
  • 1 Minute to read

Document Templates

Article Summary

What Are Document Templates?

Document templates are a blueprint that let you generate documents following a set structure and content while also pulling data from your Nexudus account. This is a great way to automate the creation of any type of document such as customer contracts, certificates, and more.

How Document Templates Work

Instead of manually creating documents for each customer, you can use merge fields that automatically change based on the customer receiving the document. The merge fields you add to your templates automatically pull data from your Nexudus account and include the relevant details in the document you send to customers.

For example, you can set up a standard contract for private offices that includes merge 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 template to new customers, the relevant details automatically replace the merge fields in the document.

Document Templates 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.

HTML and RTF formats aren't compatible with merge fields.

Always select the Microsoft Word format if you want to use merge fields.

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 and edit it through the editor.