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.

Step 5: Test Your 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