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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.
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).
{{variable_name}}
You can also use loops for lists and other formatting. Newton uses the Jinja syntax. A complete documentation can be found
.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:
Select a template from the “Create new file” section:
On the following screen you will be able to review and modify the data to be injected into the template:
On this screen, you can modify, add, and remove values before generating the document.
The result (using the template above) would look like this:
After successful generation of the document, you will have these options:
“Add Metadata” opens the following dialog and allows you to save the result in Newton directly:
“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.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.