Document Text Templates and Variables

Access document templates via the Documents section of the system settings and select Document Text Templates. Create a new template, enter a clear name, and select the language, document type, sequence, and the organizations for which it is intended.

You can create the template within the editor or upload a DOCX file. The document title format determines the filename of the generated file. If using DOCX, upload a Word-format file and insert the suggested variables into the document text.

Variables insert data related to the document, organization, project, objects, or responsible parties. Select them from the list provided by the system to ensure accurate naming. If a corresponding field in the document is not filled in, its value in the template may appear blank.

Before assigning the template for general use, create a sample document and generate both PDF and DOCX versions. Check for long names, multi-line addresses, Lithuanian characters, empty optional fields, and tables. Modifying the template does not alter previously generated files; to apply the new content, you must generate a new version.

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