An entity document are designed for showcasing an individual record from a set of items in the table e.g. items related to single property as address, landlord, property status etc. used to generate an agreement of property or another example is the record of an employee in the organisation.
If you are not happy with the Word template than Click "Reset to default" button to delete your uploded Word template and it will automatically reset to docotive's entity Word template.
1. Generate default entity documents -- docotive provides a default entity template to generate documents
Once your Board is all set and docotive view is installed with docotive's integration recipe. you are all set to generate entity document
The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well
2. Generate with Template Builder -- User can generate entity template with the help of docotive's Template Builder
Once your Board is all set and docotive view is installed. Click docotive view and select "Template Builder" button.
The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well
3. Customize Entity Template -- User can customize his own Microsoft Word (.doc file) template to generate document
Once your Board is all set and docotive view is installed with docotive's integration recipe. you are all set to generate entity document
.The generated document will show under “Documents” tab in docotive’s view OR in the file column in the main table only if you have created it and linked it. Click here to learn add file columns to store generated files in the table as well
docotive offers flexibility in template layouts. Users have the option to employ their own customized layout defined within the template to display multiple items and subitems in user defined layout rather than using a table layout.Click to learn more