Generate from Template
The Generate from Template button in the Document Details toolbar creates a document from a pre-configured Word template. Docwize populates the template's fields with the document's metadata and produces an output file — typically a PDF.
Common uses include generating transmittals, cover sheets, or standardised reports directly from a document record.
Templates must be configured by an administrator before they appear in the Template dropdown. See Word Templates for setup instructions.
Generate from Template dialog
Click Generate from Template in the Document Details toolbar to open the dialog.
Generate from Template dialog
| Field | Description |
|---|---|
| Template | Select the Word template to use. Only templates configured for this system appear in the list. Type to filter by name. |
| Convert to PDF | When checked, the output is converted to PDF. Checked by default. Uncheck to keep the output in the original Word format. |
| Generate From Template | Generates the output file. Available once a template is selected. |
How to generate a document from a template
| Step | Description |
|---|---|
| 1 | Open the document's Document Details. Right-click the document row in Explorer and select Document details, or click the ⓘ icon where it appears. |
| 2 | Click Generate from Template in the toolbar. |
| 3 | Select a template from the Template dropdown. |
| 4 | To keep the output as a Word file rather than PDF, uncheck Convert to PDF. |
| 5 | Click Generate From Template. |
The generated file is added to the document's file versions once processing completes.
Related pages
- Word Templates — administrator guide for creating and managing templates
- File Versions — how generated files appear in the document's version history
- Transmittals — generating transmittals using transmittal-type templates