Documents and Templates

Template Settings

Set the default template share in which Gold-Vision document templates are stored.

Standard Mode

Generate Word documents for most Gold-Vision items.

Advanced Mode

Reference fields from various associated areas in Templates

Document Storage

Automatically save documents created from templates to a pre-defined location.

Introduction

Gold-Vision can generate Word documents from almost any item by using pre-defined Word Template (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain Gold-Vision "tags" which are substituted with the corresponding item data when this feature is initiated. There are several template types, which are used depending on the area of the product from which the feature is initiated.

Template Settings

Using this screen the default template document shared path can be specified. The template share can be a UNC network location, local or network mapped drive or a web folder. The shared folder is used by the Gold-Vision client when generating document templates from an item. The shared folder must adopt the same sub folder structure as in the 'Templates' folder under the Gold-Vision program folder. The default setup for this is to simply share the 'Templates' folder as 'GVTemplates'. Please note that this is the default setting that can be overridden using the 'User' screen.

Standard Mode
Ability to output any data from within the item the template is from.

Advanced Mode
Advanced mode offers additional functionality over standard mode, including:
Ability to output data from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account)
Ability to output a table of data that references a standard list or extension/custom list from an item - e.g. in a Quote, a list of products; from an Account, a list of Contacts.
Supports multiple table output lists in a single template (in your example, to have a list of ‘standard’ and ‘optional’ items from one quote).
Support image replacement in tables (or in standard field tags).

Document Storage

Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. To enable document storage, simply specify the root location below where documents should be stored. . The "store root path" should be a path on, or accessible to, the Gold-Vision server.

Please note the both the end users and Gold-Vision will require permissions to read and write to this location.

If checked, the "Auto-create sub folders" facility will create a sub-folder for an account when the Account is created.

Document Save Naming Convention - select either Object name or Template Name

Note: please contact your account manager if you require further assistance. Document storage setups vary depending on whether your Gold-Vision is hosted by us or is on premise (installed on your network).