Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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Using the Document Template Editor

PreviousCreating Document TemplatesNextDesigning a Document Layout

Last updated 2 years ago

Using the Document Template Editor

Once you have a document generation task in your workflow, you can now edit and design your document template.

Additionally, you will be able to view and open document templates in your service by navigating to the "Document Templates" menu in your service:

Now, to edit and design your document template:

  • Open the document template editor from the "Edit button" in either a task configuration form or listed document templates as shown previously.

Editing Document Information

  • Click on the "Edit Document Info" button

  • The following settings are available:

    • Document Title

    • Document Type

    • Validity Period: The duration in days during which the generated document will be valid

  • Save the details once complete

With the document template editor, you can now design the layout and all other aspects of your documents. These are covered in the next sections. Enjoy!

Document templates menu