Objectives

• Generate a document using a predefined template

Steps

The Document Generator allows you to create complete documents based on a list of variables that you should define in your template.

Start by creating a folder in LEXZUR iDocs Module for the document templates.

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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.

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Then, go to the System Settings  → Attachments section → Choose "Document Generator Templates Folder"

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Set the Path for the folder that we created in the first step. Choose the folder that contains the document templates.

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Now, in the Attachments tab click on the 3 dots option and click to generate a document from template.

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 Select your template file, 

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Your variables will be displayed, then fill out the form and Generate the document. 

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The document will be generated in your current folder.

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For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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