Rename a document template
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu".
I'll be back
Following theimporting a document into Jarvis, you need to rename a document template, follow the process below:
- Appointments to yourParameters
- Click onModels of documentin the menu on the left
- Click on theBlue button of the model to rename
- Rename the document
- Change the type of document if needed
- Click onRegister
The name of your model is now changed. You can alsodelete your model.
Related Articles
Duplicate a document template
Afin to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". Duplicating a document template will save you time when tagging your documents. I'll be back 2 practical cases where ...Using a document template of type Document Folder
Once onceyour document templates of type "Document document" créé, you will be able to use them so that the tags set up on them merge with the information of yourcontact sheetsor yourfiles. To use a template of type Document folder: Go to a file ...Delete a document template
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". To delete amodel cr crwhich you are no longer useful: Go to Settings Click onModels of documentin the menu on ...Use a document template of type Client Document
Once your "Customer Document" document templates are created, you will be able to use them so that the tags placed on them merge with the information in your contact sheets. To use a Client Document model: Go to a meetingContact usPerson or ...Submission of document templates
Thanks to the Document Modes you will be ablemanage documents via Jarvis documentswho will haveyour layoutandwill be automatically filledthrough information extracted from your Folders, contacts or invoices. This feature is called the"Documentary ...