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Frequently Asked Questions

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How do I define a standard document template?

Let’s take an example for creating a contract:

1. On your computer, write the text of a standard contract for a particular type of service (accepted formats: DOCX, DOC(MS Word), ODT, RTF, TXT). On the contract data, use the following markers*:

###DOCUMENT_NUMBER###

###DOCUMENT_DATE###

###TOTAL_AMOUNT### (if you have defined a standard price for a particular service in your account on online-billing-service.com)

On the client data, use the following markers*:

###CLIENT_NAME###

###CLIENT_FULL_ADDRESS###

###CLIENT_UID###

###CLIENT_REGISTRATION_ID###

###CLIENT_BANK###

###CLIENT_ACCOUNT###

###CLIENT_PHONE###

###CLIENT_FAX###

###CLIENT_EMAIL###

###CLIENT_WWW###

###COMPANY_CONTACT_PERSON###

*Subsequently, online-billing-service.com will replace these markers with the customer data you choose from online-billing-service.com when you create a new document.

You can use any marker in the form ###DEMARCATOR_CUSTOM### – not just the default ones that will automatically replace. You will be able to complete the ‘custom’ markers manually when you make a document from a standard document template. For example, on a rental agreement would be the address of a real estate or on a hosting agreement could be the site or site address.

2. Click on ‘Others’, where you select the ‘Template Documents’ sub-menu or 'Add', then 'Template document'

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3.Click the ‘Template documents’ button, then ‘+ Add a Template’ (that is, you will load on online-billing-service.com the contract that you wrote in step 1.)

– ‘Name’: name the contract in the application, so you can find it later

– Select the file from your computer (the contract) and upload it in the application

– Click on ‘Create template’