Document Templates Training

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

1.  Required and Related Modules
2.  Configuration Review related to Document Templates
3.  Configuring Document Templates
4.  Inserting Data Tags into Document Templates
5.  Previewing Document Templates
6.  Tabs within Contract/Account Document Management Screens
7.  Manually Creating Documents for a Contract
8.  Manually Creating Documents for an Account
9.  What does it mean to create a “Required” Document?
10.  Creating Invoices
11.  Creating Statements
12.  Capabilities within the Repositories
13.  Configuring Document Packages
14.  Manually Creating Document Packages for a Contract
15.  Where are all of the Repository Locations in ASPIRE?
16.  OVERVIEW: Related Modules that could assist in automatically generating Documents

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