The Workbooks Word Add-In makes it easy to create and configure external documents by setting up MS Word Templates. These templates can be created for any record type in Workbooks, merging data from Workbooks into placeholders within the template. Data can be pulled from fields on your record and from any related records, plus can include calculated values.

For example, a template can be built to produce:

• An Invoice Document for a Customer, which will pull data from the Invoice in Workbooks, from its Line Items, and can pull extra information about the customer through from their Organisation record.
• A membership letter for a Customer that pulls their details from the Person record and pulls through the next renewal date from their related Contracts.
• A Project Summary that pulls details from a Case record and gives an overview of the related Activity records.

Once you have created the documents, they can be saved locally and emailed to customers, which you can sync back to Workbooks using either the Exchange Sync or the Dropbox functionality. Alternatively, you can attach the document as a PDF directly to the Files tab of the record in Workbooks.

Watch the video below for an overview of setting up and generating your template.