Document templates for different countries

Author: Emily Walker

Last update: October 24, 2024.

The types of documents vary depending on the country and its laws.

First of all, open the list of document templates:

Click Install to add the template to the list.

Click Edit in the menu next to the template to make changes. You can bind the template to any CRM item.

Use the template to create a document from a deal form.

In brief:

Go to the CRM section and select an item. and click on the settings icon.
Click on the Document button - Add new template.
Click on the Settings icon - Load templates from library. Select a country from the list.
Click Install to add the template to the list.
Click Edit in the menu next to the template to make changes. You can bind the template to any CRM item.
Use the template to create a document from a deal form.

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