EasyDocs provides a graphical user interface for creating Document Generator templates.
This is how a template is created and configured:
Step 1: Create RTF with Merge Fields.
Step 2: Upload RTF File to TeamConnect.
Step 3: Map RTF Merge Fields to TeamConnect Data.
Step 4: Convert RTF File to a Document Generator Template.
While configuring a template, you will most likely need to cycle through these steps several times until all of the merge fields and mapping are configured properly.
The following flowchart provides a visual depiction of this process.
EasyDocs Template Creation Process