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.

To use template follow these steps:

1. Go to "Settings"
2. Select the "Document types" tab.
3. Choose the "Template" option

4. From the dropdown, select the Document type template that you would like to use.

 

5. The next window shows the template settings. Right here you can see:

• The document type fields to be created

 

In the next picture you can find more ideas for document types and fields

Got useful template ideas that you'd like to share with One Node? Email us at support@theonenode.io