Documents and templates
The Documents area lets you create business documents such as invoices, quotes, purchase orders, contracts, offer letters, and reports, along with the reusable templates they’re built from. Documents can be filled with data from your records and printed or shared.
Open Documents
In the app sidebar, click Resources → Documents.
| Area | What it does |
|---|---|
| All documents | Your documents, newest first (Recently modified) |
| Search documents… / Filter | Find existing documents |
| Import | Upload an existing document |
| New ▾ | New starts a blank document. The arrow offers Using Template (open Templates: My Templates, New Template, and the Gallery) and Create Folder |
| Create Document | Create a document with AI: describe what you need (for example “an invoice for Acme Corp”) |
Template gallery categories
Invoices & Billing (Classic, Modern, Professional, Compact, Dark Mode and Retainer invoices, Receipt, Credit Note, Purchase Order, Expense Report) · Quotes & Proposals (Business Proposal, Standard/Detailed Quotation, Quick Estimate, Project/Service/Consulting Proposal, Price List) · Agreements & Contracts · MOU · HR & People · Reports · Letters · Marketing · Operations & Logistics · Education & Training · Real Estate · Healthcare · IT & Technology · Finance & Accounting · E-Commerce
Create a template
- Click New ▾ → Using Template, then New Template, or pick a Gallery template to customize.
- Design the layout and insert fields from your tables where the data should appear.
- Save the template. It appears under My Templates.
Create a document
- With AI: click Create Document and describe it.
- From scratch: click New.
- From a record: open a record and click Print record (printer icon). The record’s data fills in the template.
- From a workflow: use the ERP AI node’s Print Document operation to generate documents automatically, for example emailing an invoice PDF when an order is approved.
Permissions
App roles control View / Create / Edit / Delete documents and View / Manage templates. See App permissions.