The guides listed in this article are designed to walk you through some of the more common template design use cases. Each guide showcases some of DocumentsCorePack’s core features and capabilities in practical settings, demonstrating how to build the respective template in a step-by-step manner.
Contact Welcome Letter
This template is based on the Contact table. It contains a simple letter that addresses a new customer. The template shows how to insert standard fields, how to add the current date, and how to include a Hyperlink.
For step-by-step instructions on how to create this template, please click here.
Quote
This guide demonstrates how to create a simple quote. It covers how to insert standard fields and how to create a relationship table using the Relationship Designer.
For step-by-step instructions on how to create this template, please see here.
Lead Follow-up
This guide demonstrates how to create a letter template for following up with a lead. It focuses not just on adding a date and Hyperlink field, but also details how to create and insert a condition field.
For step-by-step instructions on how to create this template, please see here.
Account Sales Report
This guide demonstrates how to create an account sales report template. It focuses on table creation and using aggregation.
For step-by-step instructions on how to create this template, please see here.
Word Order Template
This guide demonstrates how to create a work order template. It focuses on table creation, nested relations, and grouping.
For step-by-step instructions on how to create this template, please see here.