How do I create a template document for use with Document Management?

Before proceeding to create a Template you need to consider which entity the document will be Attached To as this determines where the document will be stored and dictates who will be available to sign the document. 

So for example, for a contract pertaining to an assignment it makes sense to attach this document type to the Assignment area and this will enable the candidate, client or supplier to action it as appropriate.  

For a self-billing agreement for a Supplier that would be relevant to whichever assignments they may have with you it would make sense to attach that document type to the Supplier area.  When you have decided this you can begin to create your template.

Template documents are created using Microsoft Word and you extract what we refer to as a Recipient List from Etz which has been extracted from the entity the document will eventually be attached to. 

If you have a document already in place then it might be a good idea to start with this document and open it in Word.  The example below shows a Supplier Self-Billing Agreement:

Next from your Etz screen, Document Management menu, select Example Recipient List:

As we are creating a Supplier Self Billing agreement it makes sense to select Supplier as the recipient list.

The system will ask you to choose a sample supplier from your list of Supplier Entry items - it doesn't really matter which one you choose as it will be purely to illustrate to you which field is which. Next click to download the field to Excel:

Choose Open so you can see what has been extracted.  On the first row you will have the actual supplier fields from within your system and row 2 will show you the example supplier:

Now you need to save this file ready for the next step. Back to Word and your document, you now need to go to the Mailing tab/option and Select Recipients, choosing the use existing list option:  

Select the file you extracted and saved from Etz and this will be attached to the template document, ready for you to select the fields you require.  

You do this by placing your cursor where you wish to insert a merge field, choose Insert Merge Field and pick the relevant field from the list:

Continue to work through your document template in this way, choosing each relevant field as you go, until all variable merge fields have been insert as required.  Save this document in Word and you will now be ready to create and represent that template as a Document Type on Etz.

The attached Document Guide will also assist you in understanding the process: