Creating a Document from a Template in Ketl

Key Benefits :

• Speed: Skip repetitive typing by pulling directly from client records.
• Consistency: Maintain standardized document formatting.
• Accuracy: Reduce typos and errors by using verified stored data.

Exemples de modèles:

• Procuration client: Download
• Courrier de transmission de procuration: Download
• Demande à autorité: Download

Step-by-Step Instructions

• Start from the Ketl Home Page

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  On the left-hand side panel, click the blue "Plus" sign.

  

• Choose to Create a Document

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  A pop-up menu will appear with three options: Contact, Project, and Document. - Select Document.

  

• Create from a Template

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  • At the bottom of the creation screen, you will see the Create from Template option. - By default, the document name will be today’s date plus a default file name. You can change this to whatever you like.

  

• Select or Create a Template

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  • After clicking Create from Template, you can either: - Select an existing template from your library, or Create a new template. For example, you might choose a Billing template, such as “Monthly Billing Plans.”

  

• View and Use Template Fields

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  On the right-hand side, you will see all the available fields that can be automatically filled from your client’s stored information. - Click on a field to see its details. You can add these fields to your document so Ketl knows which parts of the text should be replaced.

  

• Optional: Upload Your Own Template File

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  • You can upload a file in the Upload File section. - If your uploaded file contains recognized template fields, Ketl will map them automatically.

  

• Generate the Document

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  - Select a template and proceed. - You will see fillable fields in the document where client data will be inserted. - Select the client for the document.

• Auto-fill and Review

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  - Once the client is selected, Ketl will automatically fill in all mapped fields with that client’s information. - Review the document to ensure all details are correct.

• Finalize

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  Save, share, or send the completed document for signature.