What are the steps to use advanced printing?

Created by Mark Eves, Modified on Fri, 25 Mar, 2022 at 5:14 AM by Mark Eves

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 to create a layout?


2. Configure a  template for service. See How do create the document template 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 to use custom merge fields in email templates

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