Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

What is the purpose of the Document Writer?

< All Topics

The Document Writer is used to create documents for the purpose of merging in existing data that is within your account.  It can be used to populate fields within a contract, agreements, lien waivers, estimating proposals, warranties, notices, human resource forms, and much more.  It works similar to mail merge; you create the document, insert a merge field handle, and select the record that should be used to populate the merge fields.  The training video provides a step-by-step guide of how a document can be created and populated.

There is a wide use of purposes where the Document Writer will serve as the perfect solution.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.