Document automation allows documents to be generated by combining the information from one or more iSheet records with a stored template. After automating a document template, upload it to the HighQ platform to use for document generation.
Managing document templates
To manage document templates navigate to Admin, then in the Document automation section, select HighQ templates.
Click Add template to create your first document template:
The Add template window allows you to upload the template, name it and set how it is used:
Enter a name for your template, then select if it is a site wide or single record template.
Site wide templates
HighQ Doc Auto site wide templates generate documents combining information from multiple iSheet records from one or more iSheets. The document automation searches through the chosen iSheet or iSheets and returns information from all the records found in those iSheets. Use Conditions to filter which records or which columns from those records are added to the generated document.
For Site wide templates you can:
- Generate document as - Site administrators can select whether a document is generated as a word document or as a .pdf.
- Allow users to - Site administrators can set if a user is asked to download the generated document or save the generated document to a site folder of their choice. If both options are active, the user may do both actions.
- Save document to - Site administrators can select a location where generated documents are saved automatically. The location can be specified by selecting the Specified folder checkbox, and then Choose:
Select the location to save the documents and click Save.
Single record templates
HighQ Doc Auto single record templates generate documents with information from a single iSheet record in an iSheet.
For Single record templates, you can:
- Generate document as - Site administrators can select whether a document is generated as a word document or as a .pdf.
- Allow users to - Site administrators can set if a user is asked to download the generated document or save the generated document to a site folder of their choice. If both options are active, the user may do both actions.
- Save document to - Site administrators can select a location where generated documents are saved automatically. The location can be specified by selecting the Specified folder checkbox, and then Choose:
Select the location to save the documents and click Save.
The site administrator can also select an iSheet column for the document to be saved to. Select the Specified iSheet column checkbox and open the dropdown menu to display all available columns:
Select which column to attach the document to and click Save.
Edit an existing template
Click on a template in the list to Edit it.
Click More actions, then Download to download the template file, or select Delete to delete the template.
