Are there templates that I can use for Document Writer?

Using Templates in Document Writer

Purpose:

To explain the availability, usage, and customization of document templates within the Document Writer module.

Background:

Contractor Foreman’s Document Writer module allows users to generate company documents directly within the platform. These can be used as-is, edited, or replaced with custom templates built to suit your company’s specific needs.

Templates are designed to maintain consistency across internal and client-facing documents while saving time and reducing manual formatting.

Key Points to Remember:

• Stock templates are provided for general use but can be fully edited to match your branding, formatting, and legal requirements.
• You can also create custom templates based on your existing documents.
• Templates may contain merge fields for project-specific or customer-specific data.
• Custom templates can be saved and reused across multiple projects or departments.

Steps to Use or Create Templates in Document Writer:

1. Accessing Templates:

• Navigate to:
  Main Menu > Document Writer

• Browse the list of existing documents or templates if available.

2. Using a Stock Template:

• Choose a template from the list.
• Click to open and review its contents.
• Modify fields as needed to fit your purpose.
• Save the modified document under a new name to preserve the original template if desired.

3. Creating a Custom Template from Scratch:

• Go to:
  Document Writer > + Add Document

• Enter the document name and select a category.
• Use the editor to input your content. You may:
  • Copy and paste existing company documents.
  • Format using available text and table tools.
  • Insert merge fields (e.g., Project Name, Customer Info) if supported.

• When complete, save the document.
• Optionally, mark it as a template for reuse.

Additional Notes:

• Refer to the knowledge base article titled “How to Add a New Document” for more detailed instructions.