Document Templates Training - Video
Please see the attachments for detailed information, recording available from within the Vimeo weblink
Two Attachments available + a link for the Recorded Training:
1. Detailed notes that accompany the Recording, titled "Document Templates Training.pdf"
2. The Questions and Answers from the recorded Training on 2/7/2023, titled "Document Templates Training Q&A.pdf"
3. The recorded training from 2/7/2023 explaining the standard Document Templates capabilities
Click
HERE for the Document Templates Training Video
Agenda of Training from the "Document Templates Training.pdf" document
- Required and Related Modules
- Configuration Review related to Document Templates
- Configuring Document Templates
- Inserting Data Tags into Document Templates
- Previewing Document Templates
- Tabs within Contract/Account Document Management Screens
- Manually Creating Documents for a Contract
- Manually Creating Documents for an Account
- What does it mean to create a “Required” Document?
- Creating Invoices
- Creating Statements
- Capabilities within the Repositories
- Configuring Document Packages
- Manually Creating Document Packages for a Contract
- Where are all of the Repository Locations in ASPIRE?
- OVERVIEW: Related Modules that could assist in automatically generating Documents
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