How to create automatic documents from the Smartext editor in TimeTonic.
What's changing?
The insertion of the Smartext column code will be your ally in structuring your new automatic documents in TimeTonic.
You already know the basics.
Creating quotes, invoices, reports from templates created in Google Docs or Word.
If this is not the case, find this video in the top right now.
Let's look at two approaches to writing the structure of your document in the Smartext editor.
In it, insert your own text structure, images, layout and dynamic values from your table.
I get a preview of the readability of my dynamic values and the structure of the images integrated within this Smart Text.
or another approach to writing your document in the Smartext editor, have it done by AI automation.
Give it precise instructions and dynamic values to include to generate a layout automatically.
Ready to be inserted into your document.
Find this tutorial available online, name, generate a Smartext with AI.
Let's see how to prepare the template for the automatic generation of the document.
I go to Field Organization.
I am going to look for the column code of the intervention report generation field.
This is the one, the field column code.
I copy it. Here is the preparation of the template that contains the Smartext column code.
Insert between a dollar, open tag and closed tag.
In this intervention management space, I have a table intended for the template library.
The document we are going to test is right here.
Let's go back to our intervention table to integrate the column of automatic documents.
As a prerequisite in my table, I brought the link column from the template library and inserted a linked table column on the attachments column.
We will then insert the automatic document generation column.
Let's go through the configuration options.
In case I don't have a template library available in my workspace, I insert the attachment directly in the settings.
In my case, I will select a column available in my table, which is the template attachment.
I will then select the column that corresponds to the save of the attachment that will be generated so it is my attachment column I decide to select a column that will apply a title to my document so I choose the title column I check the box export in PDF if I want to generate my document in this format.
If I do not check this box, the document will come out in .doc.
For example, I will choose to generate a PDF document.
also I want to set the URL as an action button
I apply I am going to go to the form card, in Documents.
Let's generate the automatic document in PDF.
My automatic document has just been generated.
I find all the structure created in my Smart Text editor by the AI automation table.
With the dynamic elements coming from the line of this table.
Areth.
In conclusion, combining automatic document generation and the Smartex column allows you to structure a document from a single place and makes it easier to generate templates.
TimeTonic.
To further enhance your documents in a professional way in TimeTonic.
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