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Once you have identified the variable data in the document you can begin building the Application Entity to feed into the document or use an existing entity. Every field in a TS Application has a unique system name (all caps) e.g. DATE, USER, WEIGHT, etc. Each...

When you have finished the attachment process, go to the front-end to test the template. Navigate to the relevant entity, select an existing record or create a new record for testing. On the record, click the “Output” button in the toolbar and select the Templ...

Identify Variables and Sections Create a Document Template in Microsoft Word or use an existing document. In the example below, we will “build” a simple contract based on an existing document. Go through the document to identify Variables and Sections. Variab...