Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Example Word Add-in Templates
To help you get up and running with the Word Add-in we have developed a series of Templates to help get you started. These can be used out of the box as they are or used as a starting point to be further customised and developed. Download links for each file can be found below.
Template Reports
These Templates all run from the same Template Reports which are accessible from Start > New > Report > Create a report from a template report which are all listed below:
| Record Type | Template Report Name | Template Notes |
| Contracts | Template – Word Template – Contract | Includes Line Item Start & End Dates |
| Credit Notes | Template – Word Template – Credit Note | Includes calculations to convert negative currency values to positive |
| Invoices | Template – Word Template – Invoice | Includes space for bank details |
| Orders | Template – Word Template – Order | Includes a signature block |
| Quotes | Template – Word Template – Quote | Includes a signature block |
Unified Templates
This set of templates is based on our Unified PDF templates that come as standard for all customers.
Select the below Record Type to download the relevant Word Template:
Landscape Templates
This set of templates provides an example of a different header format and a landscape layout.
Select the below Record Type to download the relevant Word Template: