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Using Document Generator Templates

The content section of a document template consists of the following major components:

The general information that is the same across all documents created from the same template. The text you include in the content of the document template is static information that never changes and appears in the generated document exactly as you typed and formatted it in the original template.

Document Generator Tags

Retrieve data from TeamConnect records. The document template tags you include in the document template are dynamic information that always change according to the data the tags retrieved from TeamConnect records. You learn more about Document Generator tags in Document Generator Tags. The tags are replaced with specific data in the generated document.

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