How To

AuthorizeDoc templates

A template is a word based document that you build with placeholders to gather information from users and produce final documents specific to each user.

For example, you can create a template from an existing Word document, by replacing all the changeable text – e.g., names, addresses, phone numbers, etc. – with placeholders.

Then generate an interview that turns those placeholders into questions, then lastly, assemble a customized document specific to each user who fills out the interview.

Add placeholders to your template

Placeholders is special tags that you add in your template. At uthorizeDoc we assume that the tag look like this: ${placeholder_name}

You can have as many placeholders as you like in your template.

Some common placeholders:

1. ${full_name}
2. ${first_name}
3. ${last_name}
4. ${address}
5. ${post_code}
6. ${city}

You can have the following type of placeholders:

Type	Description
Text	A line of text, max 254 characters
Number	A number, 0...1 without decimals
Date	A date
Checkbox	A checkbox, the result will be 'X' in the document
Signature	A signature field, will insert the signature
MultiText	A multiline field for lager text
YesNo	A Yes / No selection
Decimal	a number with decimals
UploadPDF	Gives the possibility to upload a pdf file
UploadImage	Gives the possibility to upload a pdf file
Email	A email field, to ensure that the entered value is an email address
Today	A date filed with todaty's date

Special placeholders

We have 2 special placeholders that you can have in your template.

1. ${SENDER_SIGNATURE}
2. ${RECEIVER_SIGNATURE}

If you have any of these special placeholders in your template, they will be replaced with a 'signature

A signature can be created using our 'Signature pad'.

Other placeholders

During the process of creating a document you fill some information like from, email to, title etc.

These can also be used in your document or email template.

For document templates you can use these:

1. ${from_name}
2. ${from_email}
3. ${from_title}
4. ${from_company}
5. ${from_company_address_1}
6. ${from_company_address_2}
7. ${from_company_city}
8. ${from_company_country}
9. ${from_company_postal_code}
10. ${from_company_state}
11. ${from_company_vat_id}
12. ${to_name}
13. ${to_email}
14. ${to_title}
15. ${creator_name}
16. ${creator_email}
17. ${creator_title}

 

For email templates you can use these

1. :from_name
2. :from_email
3. :from_title
4. :from_company
5. :from_company_address_1
6. :from_company_address_2
7. :from_company_city
8. :from_company_country
9. :from_company_postal_code
10. :from_company_state
11. :from_company_vat_id
12. :to_name
13. :to_email
14. :to_title
15. :creator_name
16. :creator_email
17. :creator_title

Upload your template

When you have your template, you can upload it in your dashboard, after upload, you need to set up which placeholders that should be filled by you or by the receiver of the final document.