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Documents templates

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When creating a document in CRM, you can select a default template or add a new template.

Click Add new template to access the list of available templates.

The list contains brief information about each template.



Template settings

To edit template settings, click Edit.

First of all, specify the name of the template and define whether it's active or not.

Next, define CRM sections the template is bound to. In this example, the invoice template can be used for deals only.

Then select template users. For example, this template can be used by Sales Department only.

Don't forget to add yourself to the list of template users if you want to have access to it.

Choose the country this template is bound to.

The last step is choosing auto numbering template. Auto numbering is a rule that automatically numbers documents in Bitrix24 CRM.



Install additional document templates

You can install additional document templates - open the templates list and click the cogwheel button > Load templates from library > select the country.

There is a big variety of documents templates for different countries.

For example, use the filter to access German documents templates.

Install "Order confirmation (Germany)" template.

Now this template is good to go!



Edit and create templates

The templates are saved as docx files, so you can easily download and edit them.

Download a template.

Open the downloaded docx file.

Edit this file as you wish. For example, let's delete the table at the top and replace it with your company name.

Upload the edited template to Bitrix24.

Configure the template settings.

Let's create a new document using this template.

That's it! You can customize documents templates for your own needs.

Symbolic codes

Templates include different symbolic codes that are used instead of different data.

Open the list of templates and click the cogwheel button > Fields.

All the symbolic codes and their meanings are listed there.



How to add company stamp, signatures or logo to the document template?

Most of the official documents require company stamp or signature.

You can add any of those to the document template.

How does it work in LibreOffice

We recommend to use LibreOffice free office suite for the correct work of documents templates.

Let's add a place for a stamp to the document template.

Paste any image to the document template, set its size and position.

Bitrix24 will replace this image with your company stamp.

Right-click this image and click Properties.

Click Options and paste {MyCompanyUfStamp} into Name field.

Done! Now just upload this document template to Bitrix24.

You can add your company logo to the document template the same way. Just paste {MyCompanyUfLogo} to the image properties the way it was shown earlier.

How does it work in Microsoft Word

Paste any image to the document template, set its size and position. Right-click this image > Format picture > Alt Text > paste {MyCompanyUfStamp} to the Title field to add company stamp or {MyCompanyUfLogo} to add company logo.

How does it work in Google Docs

Paste any image to the document template, set its size and position. Right-click this image > click Alt Text > paste {MyCompanyUfStamp} to the Description field to add company stamp or {MyCompanyUfLogo} to add company logo.


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