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Create a Document Template

Create structured document templates that automatically generate documents using project data and custom fields. Templates can include computed fields, merge fields, and user input sections.

Audience

This guide is designed for architect.

Steps​

Step 1: Navigate to Generated Documents section​

From Reports, click the Generated Documents tab. Then click the Templates sub-tab to see all available document templates. Click Create Template to start creating a new template.

Navigate to Generated Documents section

Step 2: Define template metadata​

Enter the template name and description. Select the template scope: Project (only for this project) or Organization (available to all projects). Project-level templates can access project custom fields.

Define template metadata

tip

Organization templates are shared across all projects in your organization.

Step 3: Configure custom field definitions​

In the Custom Fields section, define what project or organization fields this template uses. For each field, specify: field name, data type (text, number, date, dropdown), whether it's required, and a default value.

Configure custom field definitions

tip

These fields will be populated from project custom field definitions.

Step 4: Define computed fields​

Add computed fields that automatically calculate values based on project data. Examples: total budget, resource count, risk score. Define the field name and the calculation formula using available data sources.

Define computed fields

tip

Formulas reference project metrics and custom fields using path notation.

Step 5: Set up user input sections​

Define sections where users will provide inputs when generating documents. For each section, specify: section title, description, required fields, and field types (text, number, date, dropdown, rich text).

Set up user input sections

Step 6: Configure merge fields​

Expand the Merge Field Reference panel to see available merge fields: {{ project.custom_fields.<key> }} and {{ organization.custom_fields.<key> }}. These can be included in template sections to auto-populate with project data.

Configure merge fields

tip

Copy merge field tags to use in template sections.

Step 7: Design document structure​

In the template editor, design how the document will look. Add sections for title, executive summary, detailed content, etc. Use merge fields to include project data. Mark sections as required or optional.

Design document structure

Step 8: Set template status and publish​

Set the template status: Draft (under development), Review (ready for review), Approved (approved by admin), Published (available for document generation), or Archived (no longer in use).

Set template status and publish

tip

Only published templates are available for generating documents.

Video Tutorial​

Last updated: 2025-12-08