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Frequently Asked Questions

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How do you generate a new document from a standard document template?

Once you  have created a new standard document template, you can create a new document. Follow the next steps:

  1. Click on ‘Others’, where you select ‘Template documents’ submenu

Generate a document from a standard document template - step 1

You can see in the image below the template for creating the template document:

Generate a document from a standard document template - step 2

  1. Click on Template documents, then ‘+Create Template’ button

Generate a document from a standard document template - step 3

– select standard document

– choose the client for which you will create your new document

– give a new document number to your internal management

– select the date

In the new document which online-billing-service.com will create here, all the demarcators entered by you in the template document (###CLIENT_NAME###, ###CLIENT_FULL_ADDRESS### and so on) will be replaced with specific customer data (retrieved from the data that you have entered about that customer on online-billing-service.com). After  ‘Number/Document name’ and ‘Date’ these will replace the markers ###DOCUMENT_NUMBER### and ###DOCUMENT_DATE### from the contract.

– click on ‘Create template document’ button

Generate a document from a standard document template - step 4

-you can then view the standard document following Step 1 above, where you can export the document in ZIP format, edit or delete it. To download it, click on the document number where a new page opens. From this page you also have the opportunity to send it by e-mail, as in the picture below.

Generate a document from a standard document template - step 5

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