Document templates – create once, use again and again
Letters, order confirmations, reports: many documents resemble each other but differ in content. Instead of writing from scratch each time, you create document templates in linqi – with a fixed structure, sections and placeholders that are automatically filled with the item’s data when used. This turns a single template into fitting, consistent documents in seconds. linqi takes the placeholders from the associated item – from values in forms to order and process numbers, through to data generated during the course of the process – and places them exactly at the intended positions, so the document is complete and correct the moment it is created, without anyone having to type afterwards.
Templates can be linked to processes and items, so that at the right moment the right document is ready. Maintenance stays clear too: templates are versionable, can be moved to the recycle bin and restored, and thus remain controlled at all times. The result is consistent document quality across all items and all employees.
Consistent documents without writing from scratch each time
With document templates you define the structure of your documents once – including sections and placeholders – and use them again and again. The template can be linked to processes and items, so that at the appropriate step the appropriate template is available and filled with the item’s data. This creates a fitting, consistent document for every item – without manual typing and without stylistic deviations. Administration stays clean too: templates can be further developed, moved to the recycle bin and restored if needed. This keeps your document quality consistent and maintenance clear.
Frequently asked questions about document templates
What is a document template?
A reusable template with a fixed structure and placeholders that is filled with the item’s data when used – for example for letters, confirmations or reports.
How are the placeholders filled?
The values come from the associated item and are automatically transferred into the template – without manual input.
Can I link templates to processes?
Yes. Templates can be linked to processes and items, so that at the appropriate step the appropriate template is available.
How do I maintain my templates?
Templates can be further developed and are restorable via the recycle bin – this keeps maintenance controlled and traceable.