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.

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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:

You can also use loops for lists and other formatting. Newton uses the Jinja syntax. A complete documentation can be found

here⁠

The list of variable names provided by Newton is documented

here⁠

Now, save the file and upload it to Newton under Tools/Document Templates. That's it.

You can download this sample template here:

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Entity - List of Shareholders.docx

23.1 kB

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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:

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Select a template from the “Create new file” section:

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On the following screen you will be able to review and modify the data to be injected into the template:

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On this screen, you can modify, add and remove values before generating the document.

The result (using the template above) would look like this:

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After successful generation of the document, you will have these options:

Add Meta Data

Download

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“Add Meta Data” opens the following dialog and allows to directly save the result in Newton:

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“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.

What are Document Templates?

How to create a Document Template?

How to generate a Document from a Template?

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.