Document Management > Document routing / Generation by template

Generation by template

ELMA365 provides the generation of documents from a template for working with standard documents.

You can generate any kind of documents, from a purchase agreement to a vacation application. All you have to do is load the template into the system and configure the Generate from template element in the document route.

For example, when concluding a deal, the manager does not have to manually enter all the order details, amount, contractor details, etc. The system will automatically fill in this data from the deal card, and the manager will receive a ready-made file.

You can read more about how to create a template and add variables to it in the Document Templates and Syntax of document templates articles.