Document Creation and Templates
Quickly create templates that will fill in information automatically for commonly used documents.
Create standard templates for documents that you use regularly in your daily workflow.
Word documents can include merged data from your back-office system.
Create copies of documents, already filed in Virtual Cabinet, and open ready for the user to start working on.
Template Version Control
Enables the management of multiple versions of the document templates.
Used 45,000+ Customers Worldwide
"Easy To Use,
COO, Pitcher Partners
Benefits of Document Creation and Templates:
Spend less time creating documents by using templates and merged data in Word documents.
Ensure accurate data
You can use the template version control feature to track changes to a template and to revert to past changes.
Documents you create are automatically indexed into Virtual Cabinet and are visible to the business whilst they're being worked on.
With one edited and finalised template that is re-used, the chance of errors is significantly reduced.
Ask us anything:
Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.