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 hereHere, you can see:view the properties of this specific template. You can deselect any of them if you do not wish to use them:

• The document type fields tofor the Document Type that will be createdcreated.
• The Dynamic folders that will be automatically generated.

 

InThe thefollowing nextimage pictureillustrates youa canbasic finddiagram moreshowcasing ideasan forexample of document types and fieldsfields. 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!

 

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