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Start by creating a folder in App4Legal iDocs Module for the document templates.
Upload your template .docx file to the folder that we just created. The template should be based on %% character as the key for your variables, for example (%%Name%%). Those variables will be displayed on a form.
Go Then, go to the System Settings → Under the Attachments section → Choose "Document Generator Templates Folder"
Set the Path for the folder that we created in Step 1the first step. Choose the folder that contains the template documentsdocument templates.
In
Now, in the Documents Attachments tab → From the actions button → Select Generate Documentclick on the 3 dots option and click to generate a document from template.
Select your template file,
→ Your variables will be displayed → Fill , then fill out the form and then Generate the document. The document will be generated in your current folder.
Your values will be displayed.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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