Configure Your Custom Document Templates in Base
Product Context:
Base is a powerful platform that aims to transform how B2B service providers handle their operational workflow. From clients' requests to cost management, and managing AR (Accounts Receivable) and AP (Accounts Payable), Base ensures a seamless process that results in easy-to-manage payment receipts.
Customizing Documentation: A Step-by-Step Guide
1. The Challenge:
There's a growing need to customize official documents with additional, relevant data directly from the system and standard templates just don’t cut it anymore.
2. Your Solution with Base:
With Base, you can easily control and customize the items on your document templates. Tailor your documents to display the specific details of your jobs and transactions.
Creating and Configuring Your Document Templates:
1. Using a Document Editor:
Start by creating your custom document template in Microsoft Word or any other preferred document editor.
2. Inserting Key-Word Fields:
Insert key-word fields where you want specific data to appear on your document. These key-words should correlate with columns and fields in Base. Below is a comprehensive list of fields available for use:
Shared Fields:
reference
jobNumber
issuedAt
deliversAt
currency
attentionToName
attentionToPhone
deliveryAddress
deliveryInstructions
Transactions:
charges
expenses
chargeCode
description
quantity
unitAmount
totalAmount
subtotal
tax
Quotes:
quoteNumber
expiresAt
Purchase Orders:
purchaseOrderNumber
vendorAddress
vendorName
vendorContact
Invoices:
clientCompany
clientName
clientAddress
invoiceNumber
expiresAt
Credit Notes:
creditNoteNumber
expiresAt
Below you will find an example Invoice using the fields listed above:
Note: Ensure all values are camel-cased EXACTLY as shown to guarantee they are automatically populated in documents.
3. Pulling Transaction Data:
To pull in transaction data like charges or expenses, start the line with #charges or #expenses and end the line with /charges or /expenses.
4. Adding Custom Fields:
You can add custom fields to your document by using the Field ID of the custom field and adding it to the document.
What’s Next?
Have a Document Template Ready? Great! Start inserting the relevant key-words and configure away.
Need to Add Custom Fields? No problem. Head over to the Custom Fields section in Base and create the fields you need.
Conclusion:
Creating a customized document that suits your organization is now easier than ever. With Base, you have complete control to make sure your documents truly reflect the precision and attention to detail your clients deserve. Start configuring today, and see how your data flows from Base to your documents, delivering a professional and tailored experience for everyone involved. For further information on creating custom fields, please check out our guide on Custom Fields.