An Enhancement to Template Management with Predefined Fields

Modified on Fri, 21 Aug at 8:39 PM

Board.Vision has enhanced the Templates module by allowing administrators to add predefined fields to document templates.


With this enhancement, administrators can insert predefined fields directly into templates, making it easier to generate standardised documents while reducing the need for manual data entry.


Below is a summary of the enhancement for your reference.


 Previous Design 


- Administrators were required to manually enter information within templates, limiting the ability to automatically populate common document data.

Current Design


- Administrators can add predefined fields to templates, enabling commonly used information to be inserted automatically when generating documents from templates.

 

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 


Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays). 

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