Document Templates in System Tools

Document templates are files that serve as a starting point for new documents: they enforce wording, formatting and layout across letters, minutes, reports and all other documents that are automatically generated in Diligent Entities.

The templates that the system uses to produce documents and reports are stored under System Tools > Document Templates.

On the Document Template Countries and Groups page, the list view is divided on a jurisdictional basis. Inside each jurisdiction, it is further divided into system document groups and user document groups.

Note

The TEMPLATEDOCS: Template Documents folder contains some system templates as well as any templates that were created in Document Templates in Quick Reports. For more information refer to Document Templates.

When Diligent Entities needs to produce documents in the event wizards, it looks for the relevant template using the following order:

  1. Country OURDOCS: Our Documents folder
  2. Country DOCS: Standard Documents folder
  3. All Countries OURDOCS: Our Documents folder
  4. All Countries DOCS: Standard Documents folder

When producing reports in the reports wizard, the system uses the following order:

  1. Country REPORTS: Reports and Registers
  2. All Countries REPORTS: Reports and Registers

Default Document Group Wizard

You can make your own folder group the first group in the order. To do that, select Wizards > Default Document Group and complete the wizard. The system then looks in the folder you specified first and then applies the default order described above if necessary. You can also set a default document group on a company basis if you want a specific company to use templates from a specific group and not the default ones based on its jurisdiction. Refer to Company Options for more information.

New Group and New Country/Region

Select New > New Group on the Document Template Countries and Groups page to create a new group that you can then set as a default group, if you want to.

Select New > New Country/Region to add any new country that is available in Diligent Entities to the list and then add templates for these countries. The country you select is added to the list with an OURDOCS: Our Documents folder.

To add a template to any group, select Options options next to the group, then select Open Document Group. Inside the group, select New to upload a new template.

You can attach any template to a specific view or event. To learn more, refer toAdd a Document Template to an Event Wizard or Add a Document Template to an Event Wizard.