What are the steps to use advanced printing?

There are several areas with the platform you will need to configure to take full advantage of the different ways you can print documents.

Configuration steps

1. Configure a layout, The layout is the design element of what information is placed on the document and any branding requirements you have. See How do I Create a Layout?

2. Configure a  template for service. See How do I create the Document Templates for Service Requests?

3. Mapping a document template to a service request. See How do I map a Document Template to a Service Request?

4. Configure a  template for contracts. See Using Document Templates with Contracts and Membership Cards

Advanced steps

1. Merging fields from a service request into a document. See How do I use Custom Merge Fields in Email Templates?