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How do you generate a new document from a standard document template?

Once you  have created a new standard document, you can create a new document. Follow the next steps:

  1. Click on ‘Add’, where you select ‘Template document’ submenu.

– select standard document

– choose the client for which you will create your new document

– give a new document number to your internal management

– select the date

In the new document which factureaza.ro will create here, all the demarcators entered by you in the template document (###NUME_CLIENT###, ###ADRESA_COMPLETA_CLIENT### and so on) will be replaced with specific customer data (retrieved from the data that you have entered about that customer on factureaza.ro). After  ‘Number/Document name’ and ‘Date’ these will replace the markers ###NUMAR_DOCUMENT### and ###DATA_DOCUMENT### from the contract.

– click on ‘Create template document’ button

-you can then view the standard document following Step 1 above, where you can export the document in ZIP format, edit or delete it. To download it, click on the document number where a new page opens.From this page you also have the opportunity to send it by e-mail, as in the picture below.

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