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Creating a Document from a Document Template

Learn how to create a new document from a document template in GivingData. Templates can be managed in Admin Tools & Settings.

Create a New Document

A document may be added to the system from any page that has the following button.

Clicking on the button will reveal a menu.  Select “From  Word Template.”

The user may be prompted to select the entity to which the document should be assigned. 

Select a template.  Once a template is selected, the Title, Type, and File name will be auto-populated.  The user may change the values in these fields.