Workbooks comes with a set of standard PDF templates that can be used to send out documents to your customers, including financial records such as Orders, Invoices, Contracts and so on. However, creating new templates or modifying existing ones requires coding knowledge that may not be something a customer can support internally. In response to customer demand we’ve made it easy to create MS Word templates instead by using the Workbooks Word Add-in. These new Word Templates will be suitable in most scenarios and allow for quicker and easier configuration of external documents.

You can create Templates in MS Word which are available to use with any record type in Workbooks. These can include placeholders that pull through specific record values onto the final document. All the information is report driven so not only are you able to show information from almost any field in Workbooks you can also show information from calculated columns such as discounts for timely payments. 

Once the document has been produced it can be saved locally as a PDF and then emailed to customers and synced back to Workbooks using either the WESS or Workbooks Dropbox. Alternatively, you can attach the document as a PDF directly to the record in Workbooks from Microsoft Word.

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