{"id":330,"count":16,"description":"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically.","link":"https:\/\/planfix.com\/blog\/tag\/documents\/","name":"Documents &amp; document templates","slug":"documents","taxonomy":"post_tag","meta":{"planfix_facet":"feature","planfix_hub":"1","planfix_feature_url":"https:\/\/planfix.com\/features\/documents\/","planfix_help_url":"https:\/\/planfix.com\/help\/Document_templates","planfix_help_title":"How to set up document templates","planfix_blurb":"Keep files in tasks and projects with version history, and generate contracts, proposals and invoices from Word or Excel templates filled with Planfix data.","planfix_pillars":"13190,7436,4058"},"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents &amp; document templates.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/planfix.com\/blog\/tag\/documents\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Planfix | Planfix Blog\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Documents &amp; document templates | Planfix Blog\" \/>\n\t\t<meta property=\"og:description\" content=\"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents &amp; document templates.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/planfix.com\/blog\/tag\/documents\/\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Documents &amp; document templates | Planfix Blog\" \/>\n\t\t<meta name=\"twitter:description\" content=\"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents &amp; document templates.\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/wp-json\\\/wp\\\/v2\\\/tags\\\/330\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Planfix\",\"item\":\"https:\\\/\\\/planfix.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Blog\",\"item\":\"https:\\\/\\\/planfix.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Documents & document templates\"}]},{\"@type\":\"CollectionPage\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/wp-json\\\/wp\\\/v2\\\/tags\\\/330\\\/#collectionpage\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/wp-json\\\/wp\\\/v2\\\/tags\\\/330\\\/\",\"name\":\"Documents & document templates | Planfix Blog\",\"description\":\"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents & document templates.\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/wp-json\\\/wp\\\/v2\\\/tags\\\/330\\\/#breadcrumblist\"}},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#organization\",\"name\":\"Planfix Inc.\",\"description\":\"Planfix Blog\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/planfix.com\\\/blog\\\/\",\"name\":\"Planfix Blog\",\"description\":\"Planfix Blog\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/planfix.com\\\/blog\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO Pro -->\r\n\t\t<title>Documents &amp; document templates | Planfix Blog<\/title>\n\n","aioseo_head_json":{"title":"Documents & document templates | Planfix Blog","description":"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents & document templates.","canonical_url":"https:\/\/planfix.com\/blog\/tag\/documents\/","robots":"max-snippet:-1, max-image-preview:large, max-video-preview:-1","keywords":"","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BreadcrumbList","@id":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags\/330\/#breadcrumblist","itemListElement":[{"@type":"ListItem","position":1,"name":"Planfix","item":"https:\/\/planfix.com\/"},{"@type":"ListItem","position":2,"name":"Blog","item":"https:\/\/planfix.com\/blog\/"},{"@type":"ListItem","position":3,"name":"Documents & document templates"}]},{"@type":"CollectionPage","@id":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags\/330\/#collectionpage","url":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags\/330\/","name":"Documents & document templates | Planfix Blog","description":"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents & document templates.","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/planfix.com\/blog\/#website"},"breadcrumb":{"@id":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags\/330\/#breadcrumblist"}},{"@type":"Organization","@id":"https:\/\/planfix.com\/blog\/#organization","name":"Planfix Inc.","description":"Planfix Blog","url":"https:\/\/planfix.com\/blog\/"},{"@type":"WebSite","@id":"https:\/\/planfix.com\/blog\/#website","url":"https:\/\/planfix.com\/blog\/","name":"Planfix Blog","description":"Planfix Blog","inLanguage":"en-US","publisher":{"@id":"https:\/\/planfix.com\/blog\/#organization"}}]},"og:locale":"en_US","og:site_name":"Planfix | Planfix Blog","og:type":"article","og:title":"Documents &amp; document templates | Planfix Blog","og:description":"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents &amp; document templates.","og:url":"https:\/\/planfix.com\/blog\/tag\/documents\/","twitter:card":"summary_large_image","twitter:title":"Documents &amp; document templates | Planfix Blog","twitter:description":"In Planfix, files attached to a task, project or contact also appear in the Documents section, with version history and access rights. Document templates are Word or Excel files that Planfix fills in from the task, its contact and data tags. These articles show how to create documents such as contracts automatically. Documents &amp; document templates."},"aioseo_meta_data":{"term_id":"330","title":"#taxonomy_title #separator_sa #tagline","description":"#taxonomy_description #taxonomy_title.","keywords":[],"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"created":"2023-09-28 10:17:10","updated":"2026-09-26 09:11:38","pillar_content":null,"breadcrumb_settings":null,"seo_analyzer_scan_date":"2026-09-26 09:11:38"},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t<a href=\"https:\/\/planfix.com\/blog\" title=\"Home\">Home<\/a>\n<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\tDocuments &amp; document templates\n<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/planfix.com\/blog"},{"label":"Documents &amp; document templates","link":"https:\/\/planfix.com\/blog\/tag\/documents\/"}],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags\/330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/taxonomies\/post_tag"}],"wp:post_type":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts?tags=330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}