How do create the document template for service requests?

 The document template defines what the content is of the document.

How to create the template? 

1. Go to Administration -> General -> Templates.

2. Click on 'Document template'. the following screen is displayed.

3. Then click on  Add . The following screen will appear.

Enter the name of the template, and select the layout you want to use. You can add additional text, as well as other merge fields.

4. Click on  Add  to finish.

How do I generate the document?

To use the template previously created to generate a document created from a Service Request follow these steps.

1. Go to the service tab and open a service request.

2. Under the create region in the right-hand menu click the document option. The following screen is displayed. 

3. Click  Save  or  Download .