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Working with Document Templates

What are Document Templates?

Document templates serve as the foundation for generating customized documents. Essentially, a template is a Microsoft Word file containing placeholders that allow data from Newton to be seamlessly integrated into the text. The output is a fully formatted MS Word document.
Document Template (Word).png

How to create a Document Template?

Let’s assume we want to create a template that contains a list of shareholders of the actual entity, to be signed by the actual director(s).
Start with a new Word Document. You can use a blank one or from a (Word) template including company logos, etc.
Enter all text you want to see in the document. Wherever you want to see data from NEWTON, you can use a variable. The format is:
{{variable_name}}
You can also use loops for lists and other formatting. Newton uses the Jinja syntax. A complete documentation can be found
.
The list of variable names provided by Newton is documented
.
Now, save the file and upload it to Newton under Tools/Document Templates. That's it.
You can download this sample template here:
Entity - List of Shareholders.docx
23.1 kB

How to generate a Document from a Template?

You can generate a document wherever you find the document upload dialog. For example on the Entity’s Documents tab:
Add Document Dialog.png
Select a template from the “Create new file” section:
Create New Document.png
On the following screen you will be able to review and modify the data to be injected into the template:
grafik.png
On this screen, you can modify, add and remove values before generating the document.
The result (using the template above) would look like this:
grafik.png
After successful generation of the document, you will have these options:
Add Meta Data
Download
grafik.png
“Add Meta Data” opens the following dialog and allows to directly save the result in Newton:
grafik.png
“Download” is used for downloading the result. This is useful if you need to do further amendments or save in a different format (e.g. PDF) before uploading.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.