Templates

Estimated reading: 4 minutes 238 views

Templates allow you to upload a word doc, and then have certain parts of it filled with variables coming from different parts of the application.

You are currently able to make templates for the following things:

  • Dockets
  • Purchase Orders
  • Invoices
  • Custom Jobs
  • Tender Types
  • To create a new template, go to ‘Registers’ > ‘Templates’ > ‘Add New Template‘.
  • Select the type of template you are adding, and upload a word doc. When on this screen, you are only able to add template types that you have not recently added a template for. Type refers to the Custom Job that the template will be attached to.
  • To add a new template to a template type that you have already added a template to, go to the ‘Templates‘ page and select the one you would like to add to.

When you select a template type, on the right hand side, you will see a list of all available variables to add (see screenshot below). In your word document, to add a variable, you can use the syntax ${variable-name}. For example, ${project-name}

Uploading Templates.

Upload your existing document to the relevant template type, and let the application take care of the rest.

When uploading a template, please make sure that you use the correct variables in your word document. When you upload the word document, the Boss App will turn that into a working template.

Perform the following steps to upload a template:

Step 1.

Click on the relevant template type to upload the document.

Step 2.

Click on the UPLOAD NEW FILE button.


Variables.

Variables are the defining name of the information you intend to provide, and it is like a symbol that makes the task easy. Instead of putting in specified details in every document, you can simply use the variables to create the required template. Once the template is created, you can quickly fill it in with the relevant details.

On the right-hand side of each template type, you can see the AVAILABLE VARIABLES.

Variables are available under the following tabs:

  1. TEMPLATE SPECIFIC
  2. STANDARD

Standard Variables

The STANDARD variables are the ones common to every template.

You need to include these variables in your word document to allow the platform to fill the details up quickly.

Let us first take a look at the STANDARD variables. They are all common to every template. Click on the STANDARD tab from the AVAILABLE VARIABLES option to find them.

Standard Variables

You must keep these variables on every document, despite the template type. Here is the list of common variables:

  • Company Name – the name of your company
  • ABN – the unique number that identifies your business
  • Your Company’s Street Address – the street your company is located at
  • Your Company’s Suburb – the suburb location
  • Your Company’s State – the state your company is located in
  • Your Company’s Postcode – the postcode of the area your company is located at
  • Generated At Date – the date the template is generated
  • Generated At Time – the time the template is generated
  • Timezone – the timezone your company is in
  • Generated By Name – the name of the user who logged into the platform to create the template
  • Generated By Email – the email address of the user who logged into the platform to create the template
  • Generated By Phone – the contact number of the user who logged into the platform to create the template

Template Specific Variables

The TEMPLATE SPECIFIC tab has unique variables that are specific to a particular template and these variables are not available in any other template. For example, a purchase order will have its own set of Template Specific Variables.

Template Specific Variables
Share this Doc

Templates

Or copy link

CONTENTS