Documents & Template User Manual
Use Documents to store, find, review and automate business documents. Use Template (shown as Templates in the ERP module bar) to design reusable PDF documents, emails and layouts, then generate outputs from your data.
DocumentsBrowse, upload, collaborate, approve and automate.
TemplateDesign, preview, version and generate documents.Choose your starting point
| Your task | Start here |
|---|---|
| Sign in, choose a module or change the theme | Getting started |
| Find or upload a document | Browse · Upload |
| Review, approve or sign | My tasks · Workflow timeline |
| Fill in or design an e-Form | e-Forms |
| Set up Documents for your organisation | Administrator guide |
| Design a PDF document or email | Template guide |
| Resolve a problem | Troubleshooting |
Access depends on your role
Documents has two access layers. Module permissions open pages such as administration, form design or AI agents. Folder and document permissions decide which items you can see and change. Opening Documents does not grant access to every document.
Template access comes from the roles assigned to your account. TEMPLATE_ADMIN can design and generate; PLATFORM_ADMIN can also configure tenant settings and limits. The detailed access guide explains both modules.
Using this manual
Follow menu paths such as Administration → Configuration → Email inside the selected module. Fields marked * are required. Buttons depend on your permissions, the file type and the document's current state.
Screenshots were taken from signed-in administrator and ordinary-user sessions. Use the manual's colour-mode control to switch between the separately captured light and dark images. Document pages remain white where the app displays a printable page. The identity provider controls its own sign-in appearance.
The supplied Documents and Template brand sheets provide the cropped module artwork used here. Example records, counts, names and available models will vary in your organisation.