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Articles tagged "Documents" returned 37 results.
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How Can I Use Profiles?
...you on renewals or expiry dates. You can easily create Template Documents. For example renewal notifications and reminders. The Profile list view enables you to easily analyse data, create dashboards...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
Advanced Templates
...tools -> administration -> documents -> template tags Excluding the {{ }} brackets Advanced Template Tags Example For example, this template text Close modal could be used to create...
Document alerting
...add a condition which will be ‘when this template is selected’ which will create a document. You also have the ability to see when documents have been generated by the...
Using Standard Paragraphs in Advanced Mode
A Paragraph is a large block of customisable text which can be used within templates when generating documents from Gold-Vision, for example Payment Terms. Add a new Standard Paragraph In...
