Document Structure Templates
Using Templates
To make setup easier, OneNode offers ready-to-use templates with common sales document structures which you can start using right away. Explore these templates for inspiration, or customize them to fit your team’s specific workflow.
The following image shows a basic diagram with sample document types and fields. Keep in mind that every organization is unique, and you may need an entirely different set of templates!. Get creative and explore the documents your sales teams most frequently require!
How to use OneNode's Document Templates
To use templates follow these steps:
- Go to "Settings"
- Select the "Document types" tab.
- Choose the "Template" option
4. From the dropdown, select the Document type template that you would like to use. These are samples that follow those described in the first diagram.
5. You can review the properties of this specific template.
You can deselect any of these if you do not wish to use them:
- The fields for the Document Type that will be created.
- The Dynamic folders that will be automatically generated.
