Models

In the document generator, it is possible to create document templates that will be used to create documents through the generator.

To create a document, you need to access the left menu and click on document generator

Next, click on templates:

After that, just click on “Create new template” at the end of the block.

Then fill out the template form with the following fields: Template name, template description, permission to generate the document in Word or PDF, associate it with an activity type, in addition to selecting an access profile and a user. As shown below:

Finally, the template has been created.