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
1
On the left-hand side panel, click the blue "Plus" sign.
Choose to Create a Document
2
A pop-up menu will appear with three options: Contact, Project, and Document. - Select Document.
Create from a Template
3
- 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
4
- 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
5
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
6
- 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
7
- 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
8
- 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
9
Save, share, or send the completed document for signature.

Keep your client information updated to ensure templates fill correctly every time.

Creating a Document from a Template in Ketl

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.

Procuration client: Download

Courrier de transmission de procuration: Download

Demande à autorité: Download

Step-by-Step Instructions

Start from the Ketl Home Page

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

Choose to Create a Document

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

Create from a Template

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

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

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

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

- 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

- 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

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

Keep your client information updated to ensure templates fill correctly every time.