Using a document template of type Document Folder

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

  • Click onNew activity

  • Click onDocument file

A window opens:

  • 1: Choose themodelyou want to use

    Note: the software will only offer in this fieldmodels of type Document File

  • 2: [optional] Give anameto your document

  • 3: Choose thedirectorywhere you want to save your document inJarvisDrive

  • [optional] If your Folder has multiple Clients: Select the one for which you want to implement the information in the Document

  • 4: Click on the buttonGenerate


The text editor opens and the tagged information about your models has merged.

  • Make the desired changes

  • When you no longer have to make and the phrase "All changes have been saved" appears at the bottom of the window, you can close the tab of your browser.

NB: All changes made to Jarvis' online text editor are recorded automatically. It is not necessary to click a Save button.


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