Templates

Overview

Build multi-page templates with conditional blocks, snippets, and QR/barcode helpers.

Where in the app

• /c/companies/:companyId/documents-engine/templates
• /c/companies/:companyId/documents-engine/templates/:templateId/edit

Step-by-step

1. Create a template for invoices, quotes, or emails. (UAT-C-DOCENG-COND-001)
2. Define sections and conditional visibility. (UAT-C-DOCENG-TPL-001)
3. Test with sample data. (UAT-C-DOCENG-EMAIL-001)
4. Publish for production document generation. (UAT-C-DOCENG-PAGE-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-DOCENG-QR-001)
6. If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-DOCENG-SNIP-001)

Permissions and modules

Template designer permissions.

Related

• overview