Document Template
A document template defines a signed document: the inputs it asks for, grouped, the signer roles (signatory, witnesses), its validity and its letter text.
What it is for
Save insists on at least one input group, every group having inputs, and at least one signer role. Input codes must be unique across the whole template, not just within a group, because their values are stored together. Signer roles may not repeat. The screen is not on any menu.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Template No | The template code. | Required. |
| Name | Its name. | Required. |
| Notes | Notes. | Optional. |
| Validity | How long a document stays valid. | Required. Pick from the list. |
| Validity (Days) | Validity in days. | Optional. A number. |
| Expiry Date | A fixed expiry date. | Optional. A date. |
| Standalone | The document can be made on its own, without a host record. | Tick or leave clear. |
| Number Range | The number range documents are numbered from. | Optional. Pick from the list. |
| Filing Folder | The folder signed copies are filed in. | Optional. |
| Generate On | When the document is generated. | Optional. Pick from the list. |
Inputs
Inputs.
| Column | What it means | What to put |
|---|---|---|
| Group | Group code. Required, unique. | Optional. |
| Group Name | Group name. Required. | Required. |
| Sort Order | Order. | Optional. |
| Inputs | Opens the group’s inputs. | Optional. |
Signatories
Signatories.
| Column | What it means | What to put |
|---|---|---|
| Signer Role | Signer role. Required, unique. | Required. Pick from the list. |
| Role Description | Role description. | Optional. |
| Pick From | Where the signer is picked from. | Optional. Pick from the list. |
| Value SQL | How the signer is found. | Optional. |
| Sequence | Signing order. Required. | Required. |
| Weightage | Weight. | Optional. |
| Mandatory | Must sign. | Optional. |
| CNIC Required | National ID required. | Optional. |
| Address Required | Address required. | Optional. |
| Designation Required | Designation required. | Optional. |
| Attachments Allowed | Must attach a file. | Optional. |
| Attachment Mandatory | Must attach a file. | Optional. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
If something looks wrong
- “A document template needs at least one input group - the inputs ARE the document.”
- “A document template needs at least one signer role - otherwise there is nobody to send it to.”
- “Inputs - Line ID: … - Group Code is used more than once in this template”
- “Inputs - Line ID: … - Group "…" has no inputs”
- “… - Input Code is used more than once in this template”
- “… - Minimum cannot be greater than Maximum”
- “Signatories - Line ID: … - Signer Role is used more than once in this template”