Document templates

Document templates are Microsoft Excel or Word files in which you can use fields from Planfix tasks and data tags. When a document is created from a template, the corresponding values from the current task are automatically substituted in these fields. As a result, you get a completed document with the data you need, which you can easily attach to the task you're working on.

 

Creating document templates

• Document templates are created in external editors that support Microsoft Excel or Word files.
• Variables can contain data from tasks, data tags, or other Planfix entities. A list of variables that can be used in templates is available in Documents / Document templates: